RMR Wealth Builders’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,810	Closed	-$213K	–	246
2023 Q3	$213K	Sell	2,810 -924	-25%	-$76.2K	0.03%	217
2023 Q2	$316K	Sell	3,734 -141	-4%	-$11.6K	0.05%	164
2023 Q1	$322K	Sell	3,875 -1,065	-22%	-$91.5K	0.06%	160
2022 Q4	$407K	Sell	4,940 -136	-3%	-$11.3K	0.09%	117
2022 Q3	$407K	Sell	5,076 -666	-12%	-$62.3K	0.1%	110
2022 Q2	$523K	Buy	5,742 +626	+12%	+$62.4K	0.13%	103
2022 Q1	$554K	Sell	5,116 -1,662	-25%	-$176K	0.12%	112
2021 Q4	$786K	Sell	6,778 -1,059	-14%	-$116K	0.23%	44
2021 Q3	$798K	Buy	7,837 +1,131	+17%	+$120K	0.23%	67
2021 Q2	$683K	Sell	6,706 -1,572	-19%	-$156K	0.22%	75
2021 Q1	$760K	Buy	8,278 +4,451	+116%	+$391K	0.2%	73
2020 Q4	$325K	Sell	3,827 -4,832	-56%	-$401K	0.16%	104
2020 Q3	$684K	Buy	8,659 +6,949	+406%	+$558K	0.18%	88
2020 Q2	$134K	Buy	+1,710	New	+$130K	0.12%	143
2019 Q4	$101K	Buy	+1,091	New	+$101K	0.1%	166