TWM
Tradition 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 | $3.42M | Buy |
38,399
+2,624
| +7% | +$234K | 0.27% | 80 |
|
|
2025
Q1 | $3.24M | Buy |
35,775
+3,719
| +12% | +$337K | 0.29% | 78 |
|
|
2024
Q4 | $2.86M | Buy |
32,056
+1,055
| +3% | +$94K | 0.25% | 86 |
|
|
2024
Q3 | $3.02M | Sell |
31,001
-1,777
| -5% | -$173K | 0.27% | 79 |
|
|
2024
Q2 | $2.75M | Buy |
32,778
+1,048
| +3% | +$87.8K | 0.27% | 79 |
|
|
2024
Q1 | $2.74M | Buy |
31,730
+227
| +0.7% | +$19.6K | 0.28% | 77 |
|
|
2023
Q4 | $2.78M | Sell |
31,503
-2,903
| -8% | -$257K | 0.29% | 64 |
|
|
2023
Q3 | $2.6M | Sell |
34,406
-595
| -2% | -$45K | 0.31% | 69 |
|
|
2023
Q2 | $2.93M | Sell |
35,001
-111
| -0.3% | -$9.28K | 0.34% | 69 |
|
|
2023
Q1 | $2.92M | Buy |
35,112
+2,759
| +9% | +$229K | 0.36% | 61 |
|
|
2022
Q4 | $2.67M | Buy |
32,353
+83
| +0.3% | +$6.85K | 0.38% | 60 |
|
|
2022
Q3 | $2.59M | Buy |
32,270
+680
| +2% | +$54.5K | 0.39% | 60 |
|
|
2022
Q2 | $2.88M | Buy |
31,590
+694
| +2% | +$63.2K | 0.42% | 61 |
|
|
2022
Q1 | $3.35M | Buy |
30,896
+389
| +1% | +$42.2K | 0.43% | 60 |
|
|
2021
Q4 | $3.54M | Sell |
30,507
-4,866
| -14% | -$564K | 0.45% | 60 |
|
|
2021
Q3 | $3.6M | Buy |
35,373
+4,580
| +15% | +$466K | 0.51% | 53 |
|
|
2021
Q2 | $3.13M | Buy |
30,793
+9,359
| +44% | +$953K | 0.47% | 61 |
|
|
2021
Q1 | $1.97M | Buy |
21,434
+552
| +3% | +$50.7K | 0.34% | 78 |
|
|
2020
Q4 | $1.77M | Buy |
+20,882
| New | +$1.77M | 0.34% | 72 |
|