Allegheny Financial Group’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
$251K Buy
2,817
+367
+15% +$32.7K 0.06% 207
2025
Q1
$222K Sell
2,450
-40
-2% -$3.62K 0.06% 203
2024
Q4
$222K Buy
2,490
+281
+13% +$25K 0.06% 206
2024
Q3
$215K Buy
+2,209
New +$215K 0.05% 228