WDG
Wealth Dimensions 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 | $1.14M | Sell |
12,825
-308
| -2% | -$27.4K | 0.25% | 52 |
|
|
2025
Q1 | $1.19M | Buy |
13,133
+58
| +0.4% | +$5.25K | 0.28% | 48 |
|
|
2024
Q4 | $1.16M | Buy |
13,075
+310
| +2% | +$27.6K | 0.29% | 47 |
|
|
2024
Q3 | $1.24M | Sell |
12,765
-9
| -0.1% | -$877 | 0.32% | 39 |
|
|
2024
Q2 | $1.07M | Buy |
12,774
+281
| +2% | +$23.5K | 0.31% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
12,493
-401
| -3% | -$34.7K | 0.32% | 40 |
|
|
2023
Q4 | $1.14M | Sell |
12,894
-148
| -1% | -$13.1K | 0.36% | 37 |
|
|
2023
Q3 | $987K | Buy |
13,042
+73
| +0.6% | +$5.52K | 0.36% | 41 |
|
|
2023
Q2 | $1.08M | Buy |
12,969
+19
| +0.1% | +$1.59K | 0.39% | 39 |
|
|
2023
Q1 | $1.08M | Buy |
12,950
+55
| +0.4% | +$4.57K | 0.42% | 38 |
|
|
2022
Q4 | $1.06M | Sell |
12,895
-1,952
| -13% | -$161K | 0.43% | 38 |
|
|
2022
Q3 | $1.19M | Buy |
14,847
+78
| +0.5% | +$6.25K | 0.59% | 28 |
|
|
2022
Q2 | $1.35M | Buy |
14,769
+2,052
| +16% | +$187K | 0.64% | 26 |
|
|
2022
Q1 | $1.38M | Buy |
12,717
+161
| +1% | +$17.4K | 0.64% | 26 |
|
|
2021
Q4 | $1.46M | Sell |
12,556
-1,262
| -9% | -$146K | 0.71% | 23 |
|
|
2021
Q3 | $1.41M | Sell |
13,818
-37
| -0.3% | -$3.77K | 0.9% | 22 |
|
|
2021
Q2 | $1.41M | Buy |
13,855
+2
| +0% | +$204 | 0.96% | 22 |
|
|
2021
Q1 | $1.27M | Buy |
13,853
+1,029
| +8% | +$94.5K | 0.99% | 21 |
|
|
2020
Q4 | $1.09M | Buy |
+12,824
| New | +$1.09M | 0.94% | 20 |
|