PWA
Pillar Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,366
| Closed | -$205K | – | 71 |
|
|
2024
Q1 | $205K | Buy |
2,366
+15
| +0.6% | +$1.3K | 0.15% | 69 |
|
|
2023
Q4 | $208K | Buy |
+2,351
| New | +$208K | 0.16% | 69 |
|
|
2023
Q3 | – | Sell |
-2,428
| Closed | -$203K | – | 70 |
|
|
2023
Q2 | $203K | Sell |
2,428
-294
| -11% | -$24.6K | 0.17% | 68 |
|
|
2023
Q1 | $226K | Buy |
2,722
+9
| +0.3% | +$747 | 0.23% | 61 |
|
|
2022
Q4 | $224K | Sell |
2,713
-37
| -1% | -$3.05K | 0.22% | 59 |
|
|
2022
Q3 | $220K | Sell |
2,750
-455
| -14% | -$36.4K | 0.22% | 52 |
|
|
2022
Q2 | $292K | Buy |
3,205
+4
| +0.1% | +$364 | 0.3% | 47 |
|
|
2022
Q1 | $347K | Buy |
3,201
+2
| +0.1% | +$217 | 0.33% | 39 |
|
|
2021
Q4 | $371K | Buy |
+3,199
| New | +$371K | 0.35% | 39 |
|