PWM
Paulson Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,878
| Closed | -$261K | – | 146 |
|
|
2025
Q1 | $261K | Sell |
2,878
-161
| -5% | -$14.6K | 0.07% | 116 |
|
|
2024
Q4 | $271K | Sell |
3,039
-488
| -14% | -$43.5K | 0.07% | 121 |
|
|
2024
Q3 | $344K | Sell |
3,527
-41
| -1% | -$3.99K | 0.09% | 107 |
|
|
2024
Q2 | $299K | Buy |
3,568
+70
| +2% | +$5.86K | 0.09% | 109 |
|
|
2024
Q1 | $302K | Buy |
3,498
+70
| +2% | +$6.05K | 0.09% | 109 |
|
|
2023
Q4 | $303K | Sell |
3,428
-89
| -3% | -$7.86K | 0.1% | 103 |
|
|
2023
Q3 | $266K | Buy |
3,517
+61
| +2% | +$4.62K | 0.09% | 109 |
|
|
2023
Q2 | $289K | Buy |
3,456
+774
| +29% | +$64.7K | 0.1% | 101 |
|
|
2023
Q1 | $223K | Buy |
+2,682
| New | +$223K | 0.1% | 89 |
|
|
2022
Q1 | – | Sell |
-2,010
| Closed | -$233K | – | 89 |
|
|
2021
Q4 | $233K | Sell |
2,010
-569
| -22% | -$66K | 0.1% | 78 |
|
|
2021
Q3 | $263K | Sell |
2,579
-27
| -1% | -$2.75K | 0.13% | 77 |
|
|
2021
Q2 | $265K | Buy |
2,606
+463
| +22% | +$47.1K | 0.13% | 73 |
|
|
2021
Q1 | $206K | Buy |
+2,143
| New | +$206K | 0.1% | 81 |
|
|
2018
Q1 | – | Sell |
-2,049
| Closed | -$170K | – | 514 |
|
|
2017
Q4 | $170K | Buy |
+2,049
| New | +$170K | 0.15% | 121 |
|