Roger Wittlin Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Roger Wittlin Investment Advisory’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$333K	Sell
2025 Q2	$370K	Buy
2025 Q1	$372K	Buy
2024 Q4	$363K	Buy
2024 Q3	$390K	Buy
2024 Q2	$331K	Hold
2024 Q1	$342K	Buy
2023 Q4	$346K	Buy
2023 Q1	–	Sell
2022 Q4	$497K	Buy