Schwarz Dygos Wheeler Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
15,957
+580
| +4% | +$51.7K | 0.32% | 57 |
|
|
2025
Q1 | $1.39M | Buy |
15,377
+1,906
| +14% | +$173K | 0.33% | 57 |
|
|
2024
Q4 | $1.2M | Buy |
13,471
+2,285
| +20% | +$204K | 0.29% | 58 |
|
|
2024
Q3 | $1.09M | Buy |
11,186
+196
| +2% | +$19.1K | 0.27% | 60 |
|
|
2024
Q2 | $921K | Buy |
10,990
+1,020
| +10% | +$85.4K | 0.25% | 65 |
|
|
2024
Q1 | $862K | Buy |
9,970
+983
| +11% | +$85K | 0.24% | 66 |
|
|
2023
Q4 | $794K | Buy |
8,987
+824
| +10% | +$72.8K | 0.24% | 66 |
|
|
2023
Q3 | $618K | Buy |
8,163
+1,353
| +20% | +$102K | 0.21% | 74 |
|
|
2023
Q2 | $569K | Buy |
6,810
+504
| +8% | +$42.1K | 0.19% | 78 |
|
|
2023
Q1 | $524K | Buy |
6,306
+996
| +19% | +$82.7K | 0.19% | 74 |
|
|
2022
Q4 | $438K | Buy |
+5,310
| New | +$438K | 0.17% | 82 |
|