SIA
Schechter Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.48M | Buy |
49,467
+1,248
| +3% | +$113K | 0.37% | 53 |
|
|
2024
Q4 | $4.3M | Buy |
48,219
+2,049
| +4% | +$183K | 0.33% | 61 |
|
|
2024
Q3 | $4.5M | Sell |
46,170
-4,722
| -9% | -$460K | 0.33% | 56 |
|
|
2024
Q2 | $4.26M | Buy |
50,892
+1,552
| +3% | +$130K | 0.32% | 55 |
|
|
2024
Q1 | $4.27M | Buy |
49,340
+2,294
| +5% | +$198K | 0.32% | 57 |
|
|
2023
Q4 | $4.16M | Sell |
47,046
-3,702
| -7% | -$327K | 0.36% | 52 |
|
|
2023
Q3 | $3.84M | Buy |
50,748
+2,398
| +5% | +$181K | 0.37% | 48 |
|
|
2023
Q2 | $4.04M | Sell |
48,350
-481
| -1% | -$40.2K | 0.36% | 47 |
|
|
2023
Q1 | $4.05M | Buy |
48,831
+597
| +1% | +$49.6K | 0.38% | 46 |
|
|
2022
Q4 | $3.98M | Buy |
48,234
+2,453
| +5% | +$202K | 0.36% | 43 |
|
|
2022
Q3 | $3.67M | Buy |
45,781
+1,689
| +4% | +$135K | 0.36% | 38 |
|
|
2022
Q2 | $4.02M | Sell |
44,092
-1,267
| -3% | -$115K | 0.39% | 34 |
|
|
2022
Q1 | $4.92M | Sell |
45,359
-4,330
| -9% | -$469K | 0.46% | 30 |
|
|
2021
Q4 | $5.77M | Buy |
+49,689
| New | +$5.77M | 0.52% | 28 |
|