AA Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
55,271
+10,017
| +22% | +$892K | 1.06% | 31 |
|
|
2025
Q1 | $4.1M | Buy |
45,254
+6,014
| +15% | +$545K | 1% | 31 |
|
|
2024
Q4 | $3.5M | Buy |
39,240
+2,865
| +8% | +$255K | 0.93% | 35 |
|
|
2024
Q3 | $3.54M | Buy |
36,375
+4,989
| +16% | +$486K | 1.03% | 31 |
|
|
2024
Q2 | $2.63M | Buy |
31,386
+5,983
| +24% | +$501K | 0.93% | 33 |
|
|
2024
Q1 | $2.2M | Buy |
25,403
+5,072
| +25% | +$439K | 0.89% | 34 |
|
|
2023
Q4 | $1.8M | Buy |
+20,331
| New | +$1.8M | 1.2% | 28 |
|