RWM
RBA 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 | $256K | Buy |
2,872
+127
| +5% | +$11.3K | 0.1% | 86 |
|
|
2025
Q1 | $249K | Sell |
2,745
-46
| -2% | -$4.17K | 0.1% | 83 |
|
|
2024
Q4 | $249K | Buy |
2,791
+331
| +13% | +$29.5K | 0.09% | 80 |
|
|
2024
Q3 | $240K | Buy |
2,460
+53
| +2% | +$5.16K | 0.09% | 83 |
|
|
2024
Q2 | $202K | Sell |
2,407
-168
| -7% | -$14.1K | 0.08% | 89 |
|
|
2024
Q1 | $223K | Buy |
2,575
+194
| +8% | +$16.8K | 0.09% | 87 |
|
|
2023
Q4 | $210K | Buy |
+2,381
| New | +$210K | 0.09% | 89 |
|
|
2023
Q3 | – | Sell |
-2,532
| Closed | -$212K | – | 91 |
|
|
2023
Q2 | $212K | Sell |
2,532
-45
| -2% | -$3.76K | 0.1% | 89 |
|
|
2023
Q1 | $214K | Sell |
2,577
-10
| -0.4% | -$830 | 0.11% | 90 |
|
|
2022
Q4 | $213K | Buy |
+2,587
| New | +$213K | 0.11% | 84 |
|
|
2022
Q3 | – | Sell |
-2,347
| Closed | -$214K | – | 94 |
|
|
2022
Q2 | $214K | Sell |
2,347
-16
| -0.7% | -$1.46K | 0.12% | 88 |
|
|
2022
Q1 | $256K | Buy |
2,363
+12
| +0.5% | +$1.3K | 0.12% | 91 |
|
|
2021
Q4 | $273K | Buy |
+2,351
| New | +$273K | 0.13% | 91 |
|