WWM
Wiser Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,641
| Closed | -$275K | – | 40 |
|
|
2023
Q3 | $275K | Sell |
3,641
-136
| -4% | -$10.3K | 0.11% | 29 |
|
|
2023
Q2 | $316K | Sell |
3,777
-1,247
| -25% | -$104K | 0.13% | 28 |
|
|
2023
Q1 | $417K | Sell |
5,024
-1,941
| -28% | -$161K | 0.18% | 28 |
|
|
2022
Q4 | $574K | Buy |
+6,965
| New | +$574K | 0.27% | 30 |
|