SWA
Strata 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 | $620K | Buy |
6,964
+821
| +13% | +$73.1K | 0.17% | 45 |
|
|
2025
Q1 | $556K | Sell |
6,143
-2,414
| -28% | -$219K | 0.17% | 45 |
|
|
2024
Q4 | $762K | Sell |
8,557
-537
| -6% | -$47.8K | 0.24% | 42 |
|
|
2024
Q3 | $886K | Buy |
9,094
+124
| +1% | +$12.1K | 0.28% | 37 |
|
|
2024
Q2 | $751K | Buy |
8,970
+533
| +6% | +$44.6K | 0.26% | 36 |
|
|
2024
Q1 | $730K | Buy |
8,437
+960
| +13% | +$83K | 0.26% | 39 |
|
|
2023
Q4 | $661K | Buy |
7,477
+536
| +8% | +$47.4K | 0.26% | 39 |
|
|
2023
Q3 | $525K | Buy |
+6,941
| New | +$525K | 0.25% | 30 |
|
|
2023
Q1 | $514K | Buy |
6,195
+1,204
| +24% | +$100K | 0.27% | 29 |
|
|
2022
Q4 | $412K | Buy |
+4,991
| New | +$412K | 0.23% | 36 |
|