WFA
West Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
16,087
+593
| +4% | +$52.8K | 0.25% | 33 |
|
|
2025
Q1 | $1.4M | Sell |
15,494
-822
| -5% | -$74.4K | 0.27% | 32 |
|
|
2024
Q4 | $1.45M | Buy |
16,316
+372
| +2% | +$33.1K | 0.28% | 33 |
|
|
2024
Q3 | $1.55M | Buy |
15,944
+328
| +2% | +$32K | 0.3% | 31 |
|
|
2024
Q2 | $1.31M | Buy |
15,616
+246
| +2% | +$20.6K | 0.27% | 33 |
|
|
2024
Q1 | $1.33M | Buy |
15,370
+746
| +5% | +$64.5K | 0.29% | 33 |
|
|
2023
Q4 | $1.29M | Sell |
14,624
-428
| -3% | -$37.8K | 0.29% | 33 |
|
|
2023
Q3 | $1.14M | Sell |
15,052
-100,359
| -87% | -$7.59M | 0.29% | 31 |
|
|
2023
Q2 | $9.64M | Buy |
115,411
+5,017
| +5% | +$419K | 2.37% | 12 |
|
|
2023
Q1 | $9.17M | Buy |
110,394
+1,896
| +2% | +$157K | 2.4% | 12 |
|
|
2022
Q4 | $8.95M | Buy |
108,498
+19,749
| +22% | +$1.63M | 2.5% | 13 |
|
|
2022
Q3 | $7.12M | Buy |
88,749
+5,172
| +6% | +$415K | 2.13% | 13 |
|
|
2022
Q2 | $7.62M | Buy |
83,577
+74,563
| +827% | +$6.79M | 2.21% | 12 |
|
|
2022
Q1 | $977K | Buy |
9,014
+6,770
| +302% | +$734K | 0.26% | 31 |
|
|
2021
Q4 | $260K | Sell |
2,244
-111
| -5% | -$12.9K | 0.07% | 54 |
|
|
2021
Q3 | $240K | Buy |
2,355
+1,825
| +344% | +$186K | 0.07% | 49 |
|
|
2021
Q2 | $54K | Hold |
530
| – | – | 0.02% | 89 |
|
|
2021
Q1 | $49K | Hold |
530
| – | – | 0.02% | 88 |
|
|
2020
Q4 | $45K | Buy |
+530
| New | +$45K | 0.02% | 89 |
|