Allen Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Hold
2025
Q2
$604K Hold
2025
Q1
$614K Hold
2024
Q4
$604K Hold
2024
Q3
$661K Hold
2024
Q2
$568K Hold
2024
Q1
$586K Hold
2023
Q4
$599K Buy
2022
Q3
Sell
2022
Q2
$1.29M Sell
2022
Q1
$2.36M Buy
2021
Q4
$275K Hold
2021
Q3
$242K Buy