WCM
Wealthcare Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
7,443
-484
| -6% | -$43.1K | 0.07% | 43 |
|
|
2025
Q1 | $718K | Sell |
7,927
-1,325
| -14% | -$120K | 0.07% | 43 |
|
|
2024
Q4 | $824K | Sell |
9,252
-416
| -4% | -$37.1K | 0.08% | 38 |
|
|
2024
Q3 | $942K | Sell |
9,668
-876
| -8% | -$85.3K | 0.09% | 38 |
|
|
2024
Q2 | $883K | Sell |
10,544
-1,652
| -14% | -$138K | 0.09% | 37 |
|
|
2024
Q1 | $1.05M | Sell |
12,196
-3,442
| -22% | -$298K | 0.12% | 32 |
|
|
2023
Q4 | $1.38M | Sell |
15,638
-2,750
| -15% | -$243K | 0.16% | 25 |
|
|
2023
Q3 | $1.39M | Buy |
18,388
+1,505
| +9% | +$114K | 0.17% | 25 |
|
|
2023
Q2 | $1.41M | Buy |
16,883
+1,804
| +12% | +$151K | 0.17% | 26 |
|
|
2023
Q1 | $1.25M | Buy |
15,079
+2,019
| +15% | +$168K | 0.15% | 25 |
|
|
2022
Q4 | $1.08M | Buy |
13,060
+1,263
| +11% | +$104K | 0.14% | 27 |
|
|
2022
Q3 | $946K | Sell |
11,797
-479
| -4% | -$38.4K | 0.12% | 30 |
|
|
2022
Q2 | $1.12M | Sell |
12,276
-137
| -1% | -$12.5K | 0.12% | 26 |
|
|
2022
Q1 | $1.35M | Buy |
12,413
+1,019
| +9% | +$110K | 0.13% | 28 |
|
|
2021
Q4 | $1.32M | Buy |
11,394
+606
| +6% | +$70.3K | 0.12% | 30 |
|
|
2021
Q3 | $1.1M | Buy |
10,788
+1,496
| +16% | +$152K | 0.11% | 30 |
|
|
2021
Q2 | $946K | Buy |
9,292
+47
| +0.5% | +$4.79K | 0.09% | 32 |
|
|
2021
Q1 | $849K | Buy |
9,245
+3,038
| +49% | +$279K | 0.09% | 34 |
|
|
2020
Q4 | $527K | Buy |
6,207
+408
| +7% | +$34.6K | 0.05% | 39 |
|
|
2020
Q3 | $458K | Buy |
5,799
+1,593
| +38% | +$126K | 0.05% | 41 |
|
|
2020
Q2 | $330K | Sell |
4,206
-221
| -5% | -$17.3K | 0.04% | 44 |
|
|
2020
Q1 | $309K | Sell |
4,427
-897
| -17% | -$62.6K | 0.04% | 44 |
|
|
2019
Q4 | $494K | Buy |
5,324
+6
| +0.1% | +$557 | 0.06% | 37 |
|
|
2019
Q3 | $496K | Sell |
5,318
-528
| -9% | -$49.2K | 0.06% | 35 |
|
|
2019
Q2 | $511K | Sell |
5,846
-920
| -14% | -$80.4K | 0.07% | 33 |
|
|
2019
Q1 | $588K | Sell |
6,766
-710
| -9% | -$61.7K | 0.08% | 33 |
|
|
2018
Q4 | $557K | Buy |
7,476
+46
| +0.6% | +$3.43K | 0.09% | 33 |
|
|
2018
Q3 | $599K | Sell |
7,430
-261
| -3% | -$21K | 0.07% | 25 |
|
|
2018
Q2 | $626K | Sell |
7,691
-92
| -1% | -$7.49K | 0.07% | 25 |
|
|
2018
Q1 | $587K | Buy |
7,783
+1,112
| +17% | +$83.9K | 0.07% | 27 |
|
|
2017
Q4 | $554K | Sell |
6,671
-243
| -4% | -$20.2K | 0.06% | 26 |
|
|
2017
Q3 | $575K | Sell |
6,914
-189
| -3% | -$15.7K | 0.06% | 26 |
|
|
2017
Q2 | $591K | Buy |
7,103
+1,339
| +23% | +$111K | 0.07% | 26 |
|
|
2017
Q1 | $476K | Sell |
5,764
-4,851
| -46% | -$401K | 0.05% | 31 |
|
|
2016
Q4 | $876K | Buy |
10,615
+1,446
| +16% | +$119K | 0.1% | 19 |
|
|
2016
Q3 | $795K | Buy |
9,169
+289
| +3% | +$25.1K | 0.09% | 20 |
|
|
2016
Q2 | $787K | Buy |
8,880
+119
| +1% | +$10.5K | 0.09% | 19 |
|
|
2016
Q1 | $734K | Sell |
8,761
-401
| -4% | -$33.6K | 0.09% | 21 |
|
|
2015
Q4 | $730K | Sell |
9,162
-773
| -8% | -$61.6K | 0.09% | 21 |
|
|
2015
Q3 | $750K | Buy |
9,935
+169
| +2% | +$12.8K | 0.09% | 19 |
|
|
2015
Q2 | $729K | Sell |
9,766
-6,072
| -38% | -$453K | 0.09% | 19 |
|
|
2015
Q1 | $1.34M | Buy |
15,838
+6,918
| +78% | +$583K | 0.16% | 15 |
|
|
2014
Q4 | $723K | Sell |
8,920
-44
| -0.5% | -$3.57K | 0.1% | 21 |
|
|
2014
Q3 | $644K | Buy |
8,964
+346
| +4% | +$24.9K | 0.09% | 19 |
|
|
2014
Q2 | $645K | Buy |
8,618
+5
| +0.1% | +$374 | 0.1% | 19 |
|
|
2014
Q1 | $608K | Buy |
8,613
+8,579
| +25,232% | +$606K | 0.1% | 20 |
|
|
2013
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 112 |
|
|
2013
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 113 |
|
|
2013
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 117 |
|