RWM
Revisor 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 | $232K | Buy |
2,583
+30
| +1% | +$2.69K | 0.08% | 247 |
|
|
2025
Q1 | $231K | Buy |
+2,553
| New | +$231K | 0.1% | 203 |
|
|
2024
Q4 | – | Sell |
-2,304
| Closed | -$224K | – | 176 |
|
|
2024
Q3 | $224K | Buy |
+2,304
| New | +$224K | 0.14% | 157 |
|
|
2024
Q2 | – | Sell |
-5,571
| Closed | -$487K | – | 196 |
|
|
2024
Q1 | $487K | Buy |
+5,571
| New | +$487K | 0.22% | 116 |
|
|
2023
Q4 | – | Sell |
-2,912
| Closed | -$220K | – | 173 |
|
|
2023
Q3 | $220K | Sell |
2,912
-744
| -20% | -$56.3K | 0.19% | 140 |
|
|
2023
Q2 | $305K | Sell |
3,656
-775
| -17% | -$64.8K | 0.27% | 105 |
|
|
2023
Q1 | $368K | Buy |
+4,431
| New | +$368K | 0.34% | 73 |
|