SWA
Sax Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
28,201
+812
| +3% | +$72.3K | 0.15% | 85 |
|
|
2025
Q1 | $2.48M | Buy |
27,389
+5,751
| +27% | +$521K | 0.18% | 78 |
|
|
2024
Q4 | $1.93M | Sell |
21,638
-32
| -0.1% | -$2.85K | 0.15% | 80 |
|
|
2024
Q3 | $2.11M | Buy |
21,670
+1,167
| +6% | +$114K | 0.19% | 59 |
|
|
2024
Q2 | $1.72M | Sell |
20,503
-2,487
| -11% | -$208K | 0.16% | 65 |
|
|
2024
Q1 | $1.99M | Sell |
22,990
-367
| -2% | -$31.7K | 0.23% | 48 |
|
|
2023
Q4 | $2.06M | Sell |
23,357
-1,551
| -6% | -$137K | 0.34% | 53 |
|
|
2023
Q3 | $1.88M | Sell |
24,908
-778
| -3% | -$58.9K | 0.37% | 48 |
|
|
2023
Q2 | $2.15M | Sell |
25,686
-80
| -0.3% | -$6.69K | 0.43% | 41 |
|
|
2023
Q1 | $2.14M | Sell |
25,766
-1,508
| -6% | -$125K | 0.46% | 42 |
|
|
2022
Q4 | $2.25M | Sell |
27,274
-2,636
| -9% | -$217K | 0.52% | 38 |
|
|
2022
Q3 | $2.4M | Sell |
29,910
-1,818
| -6% | -$146K | 0.62% | 32 |
|
|
2022
Q2 | $2.89M | Sell |
31,728
-753
| -2% | -$68.6K | 0.74% | 25 |
|
|
2022
Q1 | $3.52M | Sell |
32,481
-10,120
| -24% | -$1.1M | 0.85% | 24 |
|
|
2021
Q4 | $4.94M | Sell |
42,601
-7,034
| -14% | -$816K | 1.03% | 22 |
|
|
2021
Q3 | $5.05M | Sell |
49,635
-50
| -0.1% | -$5.09K | 1.2% | 18 |
|
|
2021
Q2 | $5.06M | Buy |
49,685
+1,458
| +3% | +$148K | 1.73% | 14 |
|
|
2021
Q1 | $4.43M | Buy |
48,227
+2,937
| +6% | +$270K | 1.62% | 15 |
|
|
2020
Q4 | $3.85M | Buy |
+45,290
| New | +$3.85M | 1.77% | 14 |
|