TVWM
Tower View Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47K | Buy |
84
+1
| +1% | +$89 | ﹤0.01% | 151 |
|
|
2025
Q1 | $7.54K | Hold |
83
| – | – | ﹤0.01% | 139 |
|
|
2024
Q4 | $7.36K | Buy |
83
+2
| +2% | +$177 | ﹤0.01% | 137 |
|
|
2024
Q3 | $7.94K | Hold |
81
| – | – | ﹤0.01% | 144 |
|
|
2024
Q2 | $6.76K | Sell |
81
-61
| -43% | -$5.09K | ﹤0.01% | 144 |
|
|
2024
Q1 | $12.3K | Sell |
142
-312
| -69% | -$26.9K | 0.01% | 127 |
|
|
2023
Q4 | $40K | Buy |
454
+10
| +2% | +$881 | 0.02% | 86 |
|
|
2023
Q3 | $34K | Buy |
444
+48
| +12% | +$3.68K | 0.02% | 87 |
|
|
2023
Q2 | $33K | Sell |
396
-1,556
| -80% | -$130K | 0.02% | 87 |
|
|
2023
Q1 | $162K | Buy |
1,952
+123
| +7% | +$10.2K | 0.11% | 59 |
|
|
2022
Q4 | $151K | Buy |
1,829
+25
| +1% | +$2.06K | 0.11% | 62 |
|
|
2022
Q3 | $145K | Buy |
1,804
+20
| +1% | +$1.61K | 0.11% | 63 |
|
|
2022
Q2 | $163K | Buy |
1,784
+1,615
| +956% | +$148K | 0.12% | 62 |
|
|
2022
Q1 | $18K | Buy |
169
+1
| +0.6% | +$107 | 0.01% | 131 |
|
|
2021
Q4 | $20K | Buy |
168
+1
| +0.6% | +$119 | 0.01% | 131 |
|
|
2021
Q3 | $17K | Buy |
167
+1
| +0.6% | +$102 | 0.01% | 145 |
|
|
2021
Q2 | $17K | Buy |
+166
| New | +$17K | 0.01% | 110 |
|
|
2020
Q1 | – | Sell |
-2,091
| Closed | -$194K | – | 140 |
|
|
2019
Q4 | $194K | Sell |
2,091
-801
| -28% | -$74.3K | 0.15% | 62 |
|
|
2019
Q3 | $270K | Sell |
2,892
-52
| -2% | -$4.86K | 0.22% | 58 |
|
|
2019
Q2 | $257K | Sell |
2,944
-305
| -9% | -$26.6K | 0.22% | 56 |
|
|
2019
Q1 | $282K | Buy |
3,249
+325
| +11% | +$28.2K | 0.25% | 54 |
|
|
2018
Q4 | $218K | Sell |
2,924
-103
| -3% | -$7.68K | 0.23% | 56 |
|
|
2018
Q3 | $244K | Buy |
3,027
+343
| +13% | +$27.6K | 0.21% | 64 |
|
|
2018
Q2 | $219K | Buy |
2,684
+217
| +9% | +$17.7K | 0.21% | 62 |
|
|
2018
Q1 | $186K | Buy |
+2,467
| New | +$186K | 0.19% | 66 |
|