SWM
SFG Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
14,056
| – | – | 0.76% | 23 |
|
|
2025
Q1 | $1.27M | Buy |
14,056
+11,056
| +369% | +$1M | 0.62% | 31 |
|
|
2024
Q4 | $267K | Buy |
3,000
+938
| +45% | +$83.6K | 0.14% | 79 |
|
|
2024
Q3 | $201K | Buy |
+2,062
| New | +$201K | 0.11% | 90 |
|
|
2022
Q2 | – | Sell |
-2,122
| Closed | -$230K | – | 101 |
|
|
2022
Q1 | $230K | Buy |
2,122
+1
| +0% | +$108 | 0.22% | 81 |
|
|
2021
Q4 | $246K | Buy |
+2,121
| New | +$246K | 0.22% | 84 |
|