SOA 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 | $25K | Buy |
281
+54
| +24% | +$4.81K | ﹤0.01% | 463 |
|
|
2025
Q1 | $20.6K | Hold |
227
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $20.2K | Hold |
227
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $22.1K | Hold |
227
| – | – | ﹤0.01% | 436 |
|
|
2024
Q2 | $19K | Hold |
227
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $19.6K | Buy |
227
+210
| +1,235% | +$18.2K | ﹤0.01% | 446 |
|
|
2023
Q4 | $1.5K | Sell |
17
-237
| -93% | -$20.9K | ﹤0.01% | 722 |
|
|
2023
Q3 | $19.2K | Sell |
254
-37
| -13% | -$2.8K | ﹤0.01% | 429 |
|
|
2023
Q2 | $24.3K | Sell |
291
-93
| -24% | -$7.77K | 0.01% | 403 |
|
|
2023
Q1 | $31.9K | Hold |
384
| – | – | 0.01% | 344 |
|
|
2022
Q4 | $31.7K | Sell |
384
-100
| -21% | -$8.25K | 0.01% | 339 |
|
|
2022
Q3 | $38K | Buy |
484
+100
| +26% | +$7.85K | 0.01% | 297 |
|
|
2022
Q2 | $34K | Hold |
384
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $41K | Hold |
384
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $44K | Buy |
384
+17
| +5% | +$1.95K | 0.01% | 314 |
|
|
2021
Q3 | $37K | Buy |
367
+237
| +182% | +$23.9K | 0.01% | 355 |
|
|
2021
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $11K | Hold |
130
| – | – | ﹤0.01% | 502 |
|
|
2020
Q4 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 505 |
|