WCFA
Walkner Condon Financial 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 | $1.29M | Sell |
14,461
-908
| -6% | -$80.8K | 0.24% | 83 |
|
|
2025
Q1 | $1.39M | Sell |
15,369
-656
| -4% | -$59.4K | 0.28% | 79 |
|
|
2024
Q4 | $1.43M | Sell |
16,025
-426
| -3% | -$37.9K | 0.29% | 75 |
|
|
2024
Q3 | $1.6M | Sell |
16,451
-94
| -0.6% | -$9.16K | 0.33% | 67 |
|
|
2024
Q2 | $1.39M | Sell |
16,545
-1,119
| -6% | -$93.7K | 0.3% | 76 |
|
|
2024
Q1 | $1.53M | Sell |
17,664
-198
| -1% | -$17.1K | 0.32% | 73 |
|
|
2023
Q4 | $1.58M | Sell |
17,862
-1,294
| -7% | -$114K | 0.36% | 70 |
|
|
2023
Q3 | $1.45M | Buy |
19,156
+959
| +5% | +$72.6K | 0.38% | 67 |
|
|
2023
Q2 | $1.52M | Sell |
18,197
-1,010
| -5% | -$84.4K | 0.4% | 61 |
|
|
2023
Q1 | $1.59M | Sell |
19,207
-342
| -2% | -$28.4K | 0.45% | 56 |
|
|
2022
Q4 | $1.61M | Buy |
19,549
+543
| +3% | +$44.8K | 0.48% | 48 |
|
|
2022
Q3 | $1.52M | Sell |
19,006
-242
| -1% | -$19.4K | 0.49% | 47 |
|
|
2022
Q2 | $1.75M | Buy |
19,248
+637
| +3% | +$58K | 0.55% | 46 |
|
|
2022
Q1 | $2.02M | Sell |
18,611
-5,277
| -22% | -$572K | 0.57% | 44 |
|
|
2021
Q4 | $2.77M | Buy |
23,888
+487
| +2% | +$56.5K | 1.8% | 16 |
|
|
2021
Q3 | $2.38M | Sell |
23,401
-599
| -2% | -$61K | 1.17% | 24 |
|
|
2021
Q2 | $2.44M | Buy |
24,000
+3,365
| +16% | +$342K | 0.9% | 29 |
|
|
2021
Q1 | $1.9M | Buy |
20,635
+1,653
| +9% | +$152K | 0.74% | 35 |
|
|
2020
Q4 | $1.61M | Buy |
18,982
+3,568
| +23% | +$303K | 0.7% | 35 |
|
|
2020
Q3 | $1.22M | Buy |
+15,414
| New | +$1.22M | 0.65% | 39 |
|