WAG
Wiser Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
9,593
+117
| +1% | +$10.4K | 1.48% | 27 |
|
|
2025
Q1 | $858K | Buy |
9,476
+2,253
| +31% | +$204K | 1.27% | 27 |
|
|
2024
Q4 | $643K | Buy |
7,223
+327
| +5% | +$29.1K | 0.94% | 28 |
|
|
2024
Q3 | $672K | Buy |
6,896
+46
| +0.7% | +$4.48K | 1% | 27 |
|
|
2024
Q2 | $574K | Buy |
6,850
+1,466
| +27% | +$123K | 0.9% | 27 |
|
|
2024
Q1 | $468K | Buy |
5,384
+228
| +4% | +$19.8K | 0.73% | 30 |
|
|
2023
Q4 | $456K | Buy |
+5,156
| New | +$456K | 0.76% | 29 |
|