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Worth Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Worth Asset Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,450
Closed -$2.77M – 168
2024
Q3 		$2.77M Buy
+28,450
New +$2.77M 1.51% 16
2022
Q2 		– Sell
-85
Closed -$8K – 594
2022
Q1 		$8K Buy
+85
New +$8K 0.01% 367