AG
Advocate 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 | $555K | Hold |
6,228
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $564K | Buy |
6,228
+263
| +4% | +$23.8K | 0.1% | 87 |
|
|
2024
Q4 | $531K | Sell |
5,965
-1,444
| -19% | -$129K | 0.1% | 90 |
|
|
2024
Q3 | $722K | Hold |
7,409
| – | – | 0.13% | 85 |
|
|
2024
Q2 | $621K | Hold |
7,409
| – | – | 0.13% | 89 |
|
|
2024
Q1 | $641K | Buy |
7,409
+688
| +10% | +$59.5K | 0.13% | 90 |
|
|
2023
Q4 | $594K | Hold |
6,721
| – | – | 0.13% | 91 |
|
|
2023
Q3 | $509K | Hold |
6,721
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $562K | Buy |
6,721
+968
| +17% | +$80.9K | 0.12% | 91 |
|
|
2023
Q1 | $478K | Sell |
5,753
-643
| -10% | -$53.4K | 0.1% | 95 |
|
|
2022
Q4 | $528K | Buy |
6,396
+2,184
| +52% | +$180K | 0.11% | 89 |
|
|
2022
Q3 | $338K | Sell |
4,212
-917
| -18% | -$73.6K | 0.08% | 91 |
|
|
2022
Q2 | $467K | Buy |
+5,129
| New | +$467K | 0.11% | 86 |
|