TPA
Trivium Point Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
4,737
-790
| -14% | -$70.4K | 0.05% | 252 |
|
|
2025
Q1 | $500K | Buy |
5,527
+1,318
| +31% | +$119K | 0.06% | 228 |
|
|
2024
Q4 | $375K | Buy |
+4,209
| New | +$375K | 0.05% | 257 |
|
|
2020
Q3 | – | Sell |
-4,565
| Closed | -$366K | – | 173 |
|
|
2020
Q2 | $366K | Buy |
+4,565
| New | +$366K | 0.14% | 127 |
|