ULWM
Upper Left 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 | $785K | Buy |
8,819
+679
| +8% | +$60.5K | 0.52% | 40 |
|
|
2025
Q1 | $737K | Buy |
8,140
+4
| +0% | +$362 | 0.53% | 39 |
|
|
2024
Q4 | $725K | Buy |
8,136
+1,825
| +29% | +$163K | 0.62% | 40 |
|
|
2024
Q3 | $600K | Buy |
6,311
+16
| +0.3% | +$1.52K | 0.52% | 41 |
|
|
2024
Q2 | $527K | Sell |
6,295
-1
| -0% | -$84 | 0.48% | 43 |
|
|
2024
Q1 | $544K | Sell |
6,296
-514
| -8% | -$44.5K | 0.5% | 43 |
|
|
2023
Q4 | $602K | Buy |
6,810
+1,305
| +24% | +$115K | 0.59% | 42 |
|
|
2023
Q3 | $417K | Sell |
5,505
-550
| -9% | -$41.6K | 0.43% | 41 |
|
|
2023
Q2 | $506K | Buy |
6,055
+1,292
| +27% | +$108K | 0.56% | 36 |
|
|
2023
Q1 | $396K | Sell |
4,763
-279
| -6% | -$23.2K | 0.45% | 42 |
|
|
2022
Q4 | $416K | Buy |
5,042
+1,403
| +39% | +$116K | 0.49% | 42 |
|
|
2022
Q3 | $298K | Sell |
3,639
-962
| -21% | -$78.8K | 0.39% | 45 |
|
|
2022
Q2 | $419K | Buy |
4,601
+1,260
| +38% | +$115K | 0.49% | 42 |
|
|
2022
Q1 | $369K | Sell |
3,341
-109
| -3% | -$12K | 0.38% | 45 |
|
|
2021
Q4 | $400K | Buy |
+3,450
| New | +$400K | 0.4% | 41 |
|