SW
Simplicity Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
55,294
+36,653
| +197% | +$3.26M | 0.21% | 113 |
|
|
2025
Q1 | $1.69M | Buy |
18,641
+13,156
| +240% | +$1.19M | 0.13% | 176 |
|
|
2024
Q4 | $489K | Sell |
5,485
-8,559
| -61% | -$762K | 0.1% | 172 |
|
|
2024
Q3 | $1.37M | Sell |
14,044
-17,187
| -55% | -$1.67M | 0.13% | 152 |
|
|
2024
Q2 | $2.62M | Sell |
31,231
-845
| -3% | -$70.8K | 0.06% | 306 |
|
|
2024
Q1 | $2.77M | Buy |
+32,076
| New | +$2.77M | 0.07% | 285 |
|