WCFA
Walkner Condon Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
52,675
-451
| -0.8% | -$20.8K | 0.45% | 54 |
|
|
2025
Q1 | $2.15M | Sell |
53,126
-287
| -0.5% | -$11.6K | 0.43% | 59 |
|
|
2024
Q4 | $2.11M | Sell |
53,413
-364
| -0.7% | -$14.4K | 0.43% | 57 |
|
|
2024
Q3 | $2.52M | Sell |
53,777
-927
| -2% | -$43.5K | 0.51% | 50 |
|
|
2024
Q2 | $2.22M | Sell |
54,704
-173
| -0.3% | -$7.02K | 0.48% | 53 |
|
|
2024
Q1 | $2.31M | Buy |
54,877
+332
| +0.6% | +$14K | 0.49% | 55 |
|
|
2023
Q4 | $2.32M | Sell |
54,545
-3,720
| -6% | -$158K | 0.53% | 52 |
|
|
2023
Q3 | $2.27M | Buy |
58,265
+2,557
| +5% | +$99.5K | 0.6% | 45 |
|
|
2023
Q2 | $2.24M | Sell |
55,708
-1,262
| -2% | -$50.7K | 0.59% | 42 |
|
|
2023
Q1 | $2.31M | Sell |
56,970
-1,007
| -2% | -$40.9K | 0.65% | 39 |
|
|
2022
Q4 | $2.4M | Buy |
57,977
+3,611
| +7% | +$149K | 0.72% | 35 |
|
|
2022
Q3 | $2.07M | Buy |
54,366
+2,954
| +6% | +$113K | 0.67% | 36 |
|
|
2022
Q2 | $2.28M | Buy |
51,412
+3,075
| +6% | +$136K | 0.71% | 33 |
|
|
2022
Q1 | $2.51M | Sell |
48,337
-12,179
| -20% | -$633K | 0.71% | 34 |
|
|
2021
Q4 | $3.27M | Buy |
60,516
+2,096
| +4% | +$113K | 2.12% | 12 |
|
|
2021
Q3 | $3.29M | Buy |
58,420
+3,334
| +6% | +$188K | 1.62% | 19 |
|
|
2021
Q2 | $3.21M | Buy |
55,086
+10,444
| +23% | +$608K | 1.18% | 24 |
|
|
2021
Q1 | $2.49M | Buy |
44,642
+3,381
| +8% | +$189K | 0.97% | 28 |
|
|
2020
Q4 | $2.24M | Sell |
41,261
-309
| -0.7% | -$16.8K | 0.97% | 26 |
|
|
2020
Q3 | $2.02M | Buy |
+41,570
| New | +$2.02M | 1.08% | 23 |
|