PWMG
Pioneer Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
22,344
+1,707
| +8% | +$152K | 0.74% | 18 |
|
|
2025
Q1 | $1.87M | Buy |
+20,637
| New | +$1.87M | 0.8% | 17 |
|
|
2024
Q3 | $1.63M | Sell |
16,779
-280
| -2% | -$27.3K | 0.78% | 20 |
|
|
2024
Q2 | $1.43M | Buy |
17,059
+803
| +5% | +$67.3K | 0.76% | 21 |
|
|
2024
Q1 | $1.41M | Sell |
16,256
-2,038
| -11% | -$176K | 0.8% | 22 |
|
|
2023
Q4 | $1.62M | Sell |
18,294
-2,034
| -10% | -$180K | 1.01% | 19 |
|
|
2023
Q3 | $1.54M | Sell |
20,328
-1,226
| -6% | -$92.8K | 1.17% | 19 |
|
|
2023
Q2 | $1.8M | Sell |
21,554
-306
| -1% | -$25.6K | 1.43% | 15 |
|
|
2023
Q1 | $1.82M | Sell |
21,860
-1,813
| -8% | -$151K | 1.62% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
+23,673
| New | +$1.95M | 1.84% | 16 |
|