VWA
Valued Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Sell |
1,602
-153
| -9% | -$13.6K | 0.07% | 46 |
|
2025
Q1 | $159K | Buy |
1,755
+106
| +6% | +$9.6K | 0.1% | 42 |
|
2024
Q4 | $147K | Sell |
1,649
-203
| -11% | -$18.1K | 0.09% | 46 |
|
2024
Q3 | $181K | Buy |
1,852
+11
| +0.6% | +$1.08K | 0.12% | 36 |
|
2024
Q2 | $155K | Buy |
1,841
+21
| +1% | +$1.77K | 0.11% | 38 |
|
2024
Q1 | $157K | Buy |
1,820
+1,022
| +128% | +$88.4K | 0.11% | 34 |
|
2023
Q4 | $60.7K | Buy |
+798
| New | +$60.7K | 0.06% | 41 |
|