PSIWM
Paradigm Strategies in Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,227
| Closed | -$270K | – | 48 |
|
|
2023
Q2 | $270K | Sell |
3,227
-3,316
| -51% | -$277K | 0.18% | 37 |
|
|
2023
Q1 | $543K | Sell |
6,543
-2,687
| -29% | -$223K | 0.43% | 21 |
|
|
2022
Q4 | $761K | Sell |
9,230
-2,322
| -20% | -$192K | 0.68% | 17 |
|
|
2022
Q3 | $926K | Sell |
11,552
-181
| -2% | -$14.5K | 0.84% | 16 |
|
|
2022
Q2 | $1.07M | Buy |
11,733
+47
| +0.4% | +$4.28K | 1.16% | 14 |
|
|
2022
Q1 | $1.27M | Buy |
11,686
+39
| +0.3% | +$4.23K | 1.32% | 14 |
|
|
2021
Q4 | $1.35M | Sell |
11,647
-1,250
| -10% | -$145K | 1.37% | 14 |
|
|
2021
Q3 | $1.31M | Buy |
12,897
+5
| +0% | +$509 | 1.24% | 16 |
|
|
2021
Q2 | $1.31M | Sell |
12,892
-481
| -4% | -$49K | 1.18% | 16 |
|
|
2021
Q1 | $1.23M | Buy |
+13,373
| New | +$1.23M | 1.19% | 19 |
|