WFPG
Waller Financial Planning Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
45,026
+2,856
| +7% | +$254K | 0.97% | 24 |
|
|
2025
Q1 | $3.82M | Sell |
42,170
-2,220
| -5% | -$201K | 1.07% | 21 |
|
|
2024
Q4 | $3.95M | Sell |
44,390
-1,715
| -4% | -$153K | 1% | 24 |
|
|
2024
Q3 | $4.49M | Sell |
46,105
-195
| -0.4% | -$19K | 1.11% | 25 |
|
|
2024
Q2 | $3.88M | Sell |
46,300
-2,283
| -5% | -$191K | 1.04% | 25 |
|
|
2024
Q1 | $4.2M | Sell |
48,583
-3,087
| -6% | -$267K | 1.12% | 25 |
|
|
2023
Q4 | $4.57M | Sell |
51,670
-1,171
| -2% | -$103K | 1.2% | 21 |
|
|
2023
Q3 | $4M | Sell |
52,841
-834
| -2% | -$63.1K | 1.16% | 21 |
|
|
2023
Q2 | $4.49M | Buy |
53,675
+1,010
| +2% | +$84.4K | 1.24% | 19 |
|
|
2023
Q1 | $4.37M | Sell |
52,665
-2,492
| -5% | -$207K | 1.24% | 19 |
|
|
2022
Q4 | $4.55M | Buy |
55,157
+15,156
| +38% | +$1.25M | 1.32% | 22 |
|
|
2022
Q3 | $3.21M | Buy |
40,001
+9,717
| +32% | +$779K | 0.98% | 24 |
|
|
2022
Q2 | $2.76M | Buy |
30,284
+28,299
| +1,426% | +$2.58M | 0.81% | 26 |
|
|
2022
Q1 | $215K | Buy |
+1,985
| New | +$215K | 0.06% | 50 |
|