WE
Wealth Effects’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
5,313
-853
| -14% | -$76K | 0.18% | 105 |
|
|
2025
Q1 | $558K | Sell |
6,166
-794
| -11% | -$71.9K | 0.23% | 86 |
|
|
2024
Q4 | $620K | Buy |
6,960
+80
| +1% | +$7.13K | 0.22% | 88 |
|
|
2024
Q3 | $670K | Hold |
6,880
| – | – | 0.23% | 85 |
|
|
2024
Q2 | $576K | Sell |
6,880
-245
| -3% | -$20.5K | 0.21% | 90 |
|
|
2024
Q1 | $616K | Sell |
7,125
-8
| -0.1% | -$692 | 0.23% | 89 |
|
|
2023
Q4 | $630K | Sell |
7,133
-249
| -3% | -$22K | 0.24% | 95 |
|
|
2023
Q3 | $559K | Sell |
7,382
-3
| -0% | -$227 | 0.28% | 82 |
|
|
2023
Q2 | $617K | Sell |
7,385
-362
| -5% | -$30.2K | 0.27% | 80 |
|
|
2023
Q1 | $643K | Sell |
7,747
-466
| -6% | -$38.7K | 0.33% | 73 |
|
|
2022
Q4 | $677K | Buy |
+8,213
| New | +$677K | 0.39% | 62 |
|