SVWAG
Sound View Wealth Advisors Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
5,493
-6,495
| -54% | -$578K | 0.04% | 271 |
|
|
2025
Q1 | $1.09M | Buy |
11,988
+8,681
| +263% | +$786K | 0.09% | 164 |
|
|
2024
Q4 | $295K | Buy |
3,307
+1,035
| +46% | +$92.2K | 0.02% | 343 |
|
|
2024
Q3 | $221K | Buy |
+2,272
| New | +$221K | 0.02% | 385 |
|
|
2024
Q2 | – | Sell |
-2,813
| Closed | -$243K | – | 372 |
|
|
2024
Q1 | $243K | Sell |
2,813
-3,138
| -53% | -$271K | 0.03% | 333 |
|
|
2023
Q4 | $526K | Buy |
5,951
+3,289
| +124% | +$291K | 0.06% | 228 |
|
|
2023
Q3 | $201K | Buy |
2,662
+66
| +3% | +$4.99K | 0.03% | 350 |
|
|
2023
Q2 | $217K | Buy |
2,596
+42
| +2% | +$3.51K | 0.03% | 343 |
|
|
2023
Q1 | $212K | Sell |
2,554
-3,397
| -57% | -$282K | 0.03% | 339 |
|
|
2022
Q4 | $526K | Buy |
+5,951
| New | +$526K | 0.06% | 228 |
|
|
2022
Q2 | – | Sell |
-1,958
| Closed | -$212K | – | 292 |
|
|
2022
Q1 | $212K | Sell |
1,958
-459
| -19% | -$49.7K | 0.04% | 276 |
|
|
2021
Q4 | $280K | Sell |
2,417
-112
| -4% | -$13K | 0.05% | 251 |
|
|
2021
Q3 | $257K | Sell |
2,529
-387
| -13% | -$39.3K | 0.05% | 250 |
|
|
2021
Q2 | $297K | Sell |
2,916
-366
| -11% | -$37.3K | 0.06% | 236 |
|
|
2021
Q1 | $302K | Sell |
3,282
-211
| -6% | -$19.4K | 0.07% | 218 |
|
|
2020
Q4 | $297K | Buy |
3,493
+498
| +17% | +$42.3K | 0.07% | 205 |
|
|
2020
Q3 | $236K | Sell |
2,995
-184
| -6% | -$14.5K | 0.06% | 224 |
|
|
2020
Q2 | $250K | Sell |
3,179
-371
| -10% | -$29.2K | 0.07% | 204 |
|
|
2020
Q1 | $248K | Buy |
3,550
+250
| +8% | +$17.5K | 0.09% | 181 |
|
|
2019
Q4 | $306K | Buy |
+3,300
| New | +$306K | 0.09% | 188 |
|