Windward Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.26M | Sell |
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|
2020
Q4 | $2.67M | Buy |
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