WFA
WestHill 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 | $6.44M | Sell |
72,336
-150
| -0.2% | -$13.4K | 1.37% | 15 |
|
|
2025
Q1 | $6.56M | Buy |
72,486
+5,838
| +9% | +$529K | 1.5% | 15 |
|
|
2024
Q4 | $5.94M | Buy |
66,648
+1,246
| +2% | +$111K | 1.33% | 15 |
|
|
2024
Q3 | $6.37M | Sell |
65,402
-2,213
| -3% | -$216K | 1.43% | 15 |
|
|
2024
Q2 | $5.66M | Buy |
67,615
+45
| +0.1% | +$3.77K | 1.37% | 16 |
|
|
2024
Q1 | $5.84M | Buy |
67,570
+3,611
| +6% | +$312K | 1.44% | 15 |
|
|
2023
Q4 | $5.65M | Buy |
63,959
+354
| +0.6% | +$31.3K | 1.5% | 15 |
|
|
2023
Q3 | $4.81M | Buy |
63,605
+5,491
| +9% | +$415K | 1.4% | 15 |
|
|
2023
Q2 | $4.86M | Buy |
58,114
+732
| +1% | +$61.2K | 1.37% | 15 |
|
|
2023
Q1 | $4.76M | Buy |
57,382
+3,713
| +7% | +$308K | 1.43% | 15 |
|
|
2022
Q4 | $4.43M | Sell |
53,669
-66
| -0.1% | -$5.44K | 1.41% | 15 |
|
|
2022
Q3 | $4.31M | Buy |
53,735
+205
| +0.4% | +$16.4K | 1.47% | 15 |
|
|
2022
Q2 | $4.88M | Buy |
53,530
+1,340
| +3% | +$122K | 1.61% | 14 |
|
|
2022
Q1 | $5.66M | Buy |
52,190
+3,552
| +7% | +$385K | 1.63% | 15 |
|
|
2021
Q4 | $5.64M | Buy |
48,638
+1,598
| +3% | +$185K | 1.59% | 17 |
|
|
2021
Q3 | $4.79M | Buy |
+47,040
| New | +$4.79M | 1.48% | 17 |
|
|
2021
Q1 | $4.4M | Buy |
47,878
+3,385
| +8% | +$311K | 1.56% | 15 |
|
|
2020
Q4 | $3.78M | Buy |
+44,493
| New | +$3.78M | 1.49% | 14 |
|