Abound Wealth Management’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 | $3.62M | Sell |
40,702
-3,794
| -9% | -$338K | 1.02% | 18 |
|
|
2025
Q1 | $4.03M | Buy |
44,496
+1,022
| +2% | +$92.5K | 1.34% | 14 |
|
|
2024
Q4 | $3.87M | Buy |
43,474
+1,720
| +4% | +$153K | 1.24% | 14 |
|
|
2024
Q3 | $4.07M | Buy |
41,754
+21
| +0.1% | +$2.05K | 1.35% | 14 |
|
|
2024
Q2 | $3.5M | Sell |
41,733
-1,051
| -2% | -$88.2K | 1.29% | 14 |
|
|
2024
Q1 | $3.7M | Sell |
42,784
-2,344
| -5% | -$203K | 1.41% | 13 |
|
|
2023
Q4 | $3.99M | Buy |
45,128
+18,638
| +70% | +$1.65M | 1.6% | 14 |
|
|
2023
Q3 | $2.01M | Buy |
26,490
+1,027
| +4% | +$77.9K | 0.86% | 17 |
|
|
2023
Q2 | $2.13M | Sell |
25,463
-1,255
| -5% | -$105K | 0.89% | 17 |
|
|
2023
Q1 | $2.22M | Sell |
26,718
-3,297
| -11% | -$274K | 1% | 17 |
|
|
2022
Q4 | $2.48M | Buy |
30,015
+14,773
| +97% | +$1.22M | 1.21% | 17 |
|
|
2022
Q3 | $1.22M | Buy |
15,242
+2,546
| +20% | +$204K | 0.66% | 21 |
|
|
2022
Q2 | $1.16M | Buy |
12,696
+4,685
| +58% | +$427K | 0.64% | 22 |
|
|
2022
Q1 | $868K | Buy |
8,011
+2,813
| +54% | +$305K | 0.63% | 24 |
|
|
2021
Q4 | $603K | Buy |
+5,198
| New | +$603K | 0.47% | 23 |
|