PWA
Peterson 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 | $9.19M | Buy |
103,179
+1,723
| +2% | +$153K | 1.52% | 14 |
|
|
2025
Q1 | $8.32M | Sell |
101,456
-150
| -0.1% | -$12.3K | 1.61% | 13 |
|
|
2024
Q4 | $9.09M | Sell |
101,606
-5,896
| -5% | -$527K | 1.64% | 11 |
|
|
2024
Q3 | $10.5M | Buy |
107,502
+2,706
| +3% | +$264K | 1.98% | 10 |
|
|
2024
Q2 | $8.78M | Sell |
104,796
-40,745
| -28% | -$3.41M | 1.84% | 9 |
|
|
2024
Q1 | $12.6M | Buy |
145,541
+5,340
| +4% | +$462K | 2.67% | 9 |
|
|
2023
Q4 | $12.4M | Buy |
140,201
+7,711
| +6% | +$681K | 2.94% | 9 |
|
|
2023
Q3 | $10M | Buy |
132,490
+6,399
| +5% | +$484K | 2.69% | 8 |
|
|
2023
Q2 | $10.6M | Sell |
126,091
-436
| -0.3% | -$36.8K | 2.81% | 8 |
|
|
2023
Q1 | $10.5M | Buy |
126,527
+4,338
| +4% | +$360K | 2.89% | 8 |
|
|
2022
Q4 | $10.1M | Buy |
122,189
+844
| +0.7% | +$69.6K | 3.04% | 8 |
|
|
2022
Q3 | $9.73M | Buy |
121,345
+3,212
| +3% | +$258K | 3.27% | 8 |
|
|
2022
Q2 | $10.8M | Buy |
118,133
+6,751
| +6% | +$615K | 3.55% | 7 |
|
|
2022
Q1 | $12.1M | Buy |
111,382
+4,142
| +4% | +$449K | 3.57% | 7 |
|
|
2021
Q4 | $12.4M | Buy |
107,240
+9,451
| +10% | +$1.1M | 3.59% | 7 |
|
|
2021
Q3 | $9.95M | Buy |
97,789
+92,956
| +1,923% | +$9.46M | 3.29% | 8 |
|
|
2021
Q2 | $492K | Sell |
4,833
-12
| -0.2% | -$1.22K | 0.17% | 38 |
|
|
2021
Q1 | $445K | Sell |
4,845
-115
| -2% | -$10.6K | 0.18% | 36 |
|
|
2020
Q4 | $421K | Sell |
4,960
-551
| -10% | -$46.8K | 0.19% | 37 |
|
|
2020
Q3 | $435K | Buy |
5,511
+773
| +16% | +$61K | 0.22% | 35 |
|
|
2020
Q2 | $372K | Sell |
4,738
-694
| -13% | -$54.5K | 0.2% | 36 |
|
|
2020
Q1 | $379K | Sell |
5,432
-1,433
| -21% | -$100K | 0.25% | 34 |
|
|
2019
Q4 | $637K | Sell |
6,865
-628
| -8% | -$58.3K | 0.36% | 21 |
|
|
2019
Q3 | $699K | Buy |
7,493
+21
| +0.3% | +$1.96K | 0.43% | 19 |
|
|
2019
Q2 | $653K | Hold |
7,472
| – | – | 0.41% | 19 |
|
|
2019
Q1 | $658K | Sell |
7,472
-4,497
| -38% | -$396K | 0.44% | 19 |
|
|
2018
Q4 | $893K | Sell |
11,969
-4,207
| -26% | -$314K | 0.71% | 16 |
|
|
2018
Q3 | $1.31M | Sell |
16,176
-1,415
| -8% | -$114K | 0.95% | 16 |
|
|
2018
Q2 | $1.43M | Sell |
17,591
-1,807
| -9% | -$147K | 1.16% | 16 |
|
|
2018
Q1 | $1.46M | Sell |
19,398
-35,109
| -64% | -$2.65M | 1.21% | 16 |
|
|
2017
Q4 | $4.52M | Buy |
+54,507
| New | +$4.52M | 4.09% | 7 |
|