PFWA
Paces Ferry Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
3,478
-659
| -16% | -$58.7K | 0.14% | 89 |
|
|
2025
Q1 | $375K | Sell |
4,137
-84
| -2% | -$7.61K | 0.19% | 75 |
|
|
2024
Q4 | $376K | Buy |
4,221
+61
| +1% | +$5.43K | 0.18% | 75 |
|
|
2024
Q3 | $405K | Buy |
4,160
+41
| +1% | +$3.99K | 0.23% | 72 |
|
|
2024
Q2 | $345K | Sell |
4,119
-84
| -2% | -$7.04K | 0.21% | 80 |
|
|
2024
Q1 | $363K | Sell |
4,203
-342
| -8% | -$29.6K | 0.23% | 74 |
|
|
2023
Q4 | $402K | Buy |
4,545
+75
| +2% | +$6.63K | 0.28% | 68 |
|
|
2023
Q3 | $338K | Sell |
4,470
-678
| -13% | -$51.3K | 0.27% | 71 |
|
|
2023
Q2 | $430K | Sell |
5,148
-415
| -7% | -$34.7K | 0.32% | 59 |
|
|
2023
Q1 | $462K | Sell |
5,563
-282
| -5% | -$23.4K | 0.37% | 55 |
|
|
2022
Q4 | $482K | Buy |
5,845
+52
| +0.9% | +$4.29K | 0.47% | 46 |
|
|
2022
Q3 | $464K | Buy |
5,793
+47
| +0.8% | +$3.77K | 0.51% | 45 |
|
|
2022
Q2 | $523K | Buy |
5,746
+151
| +3% | +$13.7K | 0.51% | 44 |
|
|
2022
Q1 | $606K | Buy |
5,595
+44
| +0.8% | +$4.77K | 0.48% | 45 |
|
|
2021
Q4 | $644K | Buy |
5,551
+40
| +0.7% | +$4.64K | 0.46% | 48 |
|
|
2021
Q3 | $561K | Buy |
5,511
+51
| +0.9% | +$5.19K | 0.45% | 54 |
|
|
2021
Q2 | $556K | Buy |
5,460
+49
| +0.9% | +$4.99K | 0.43% | 55 |
|
|
2021
Q1 | $497K | Buy |
5,411
+18
| +0.3% | +$1.65K | 0.43% | 53 |
|
|
2020
Q4 | $458K | Sell |
5,393
-627
| -10% | -$53.2K | 0.42% | 61 |
|
|
2020
Q3 | $475K | Buy |
+6,020
| New | +$475K | 0.41% | 53 |
|