SWA
Strategies Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,465
| Closed | -$290K | – | 85 |
|
|
2023
Q2 | $290K | Sell |
3,465
-786
| -18% | -$65.7K | 0.06% | 71 |
|
|
2023
Q1 | $353K | Sell |
4,251
-124
| -3% | -$10.3K | 0.08% | 62 |
|
|
2022
Q4 | $361K | Buy |
+4,375
| New | +$361K | 0.09% | 59 |
|
|
2022
Q2 | $469K | Buy |
5,143
+2,496
| +94% | +$227K | 0.13% | 57 |
|
|
2022
Q1 | $287K | Hold |
2,647
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $307K | Buy |
+2,647
| New | +$307K | 0.09% | 69 |
|