PRWA
Platte River 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
Q3 | $499K | Hold |
5,126
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $429K | Hold |
5,126
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $443K | Sell |
5,126
-3,953
| -44% | -$342K | 0.13% | 66 |
|
|
2023
Q4 | $802K | Sell |
9,079
-5,956
| -40% | -$526K | 0.27% | 58 |
|
|
2023
Q3 | $1.14M | Hold |
15,035
| – | – | 0.42% | 42 |
|
|
2023
Q2 | $1.26M | Sell |
15,035
-41,177
| -73% | -$3.44M | 0.44% | 39 |
|
|
2023
Q1 | $4.67M | Sell |
56,212
-6,945
| -11% | -$577K | 1.79% | 19 |
|
|
2022
Q4 | $5.21M | Sell |
63,157
-5,234
| -8% | -$432K | 2.2% | 11 |
|
|
2022
Q3 | $5.48M | Sell |
68,391
-12,394
| -15% | -$994K | 2.45% | 11 |
|
|
2022
Q2 | $7.36M | Sell |
80,785
-1,668
| -2% | -$152K | 3.19% | 9 |
|
|
2022
Q1 | $8.94M | Buy |
82,453
+1,895
| +2% | +$205K | 3.26% | 10 |
|
|
2021
Q4 | $8.91M | Buy |
80,558
+7,585
| +10% | +$839K | 3.05% | 10 |
|
|
2021
Q3 | $7.43M | Sell |
72,973
-1,851
| -2% | -$188K | 2.75% | 12 |
|
|
2021
Q2 | $7.62M | Sell |
74,824
-2,995
| -4% | -$305K | 2.89% | 12 |
|
|
2021
Q1 | $7.3M | Buy |
77,819
+13,924
| +22% | +$1.31M | 3% | 12 |
|
|
2020
Q4 | $5.47M | Buy |
63,895
+9,351
| +17% | +$800K | 2.36% | 15 |
|
|
2020
Q3 | $4.31M | Buy |
54,544
+14,089
| +35% | +$1.11M | 2.22% | 16 |
|
|
2020
Q2 | $3.24M | Buy |
+40,455
| New | +$3.24M | 1.79% | 18 |
|
|
2019
Q4 | $2.43M | Buy |
+25,829
| New | +$2.43M | 1.28% | 22 |
|