Allie Family Office’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 | $6.6M | Buy |
74,110
+4,859
| +7% | +$433K | 3.27% | 5 |
|
|
2025
Q1 | $6.27M | Buy |
69,251
+310
| +0.4% | +$28.1K | 3.43% | 6 |
|
|
2024
Q4 | $6.14M | Buy |
68,941
+3,359
| +5% | +$299K | 3.41% | 6 |
|
|
2024
Q3 | $6.44M | Sell |
65,582
-5,379
| -8% | -$528K | 3.47% | 6 |
|
|
2024
Q2 | $5.92M | Sell |
70,961
-4,401
| -6% | -$367K | 3.56% | 6 |
|
|
2024
Q1 | $6.55M | Buy |
75,362
+8,261
| +12% | +$717K | 3.86% | 6 |
|
|
2023
Q4 | $5.95M | Sell |
67,101
-2,252
| -3% | -$200K | 4.12% | 5 |
|
|
2023
Q3 | $5.31M | Sell |
69,353
-2,687
| -4% | -$206K | 4.3% | 5 |
|
|
2023
Q2 | $6.08M | Buy |
72,040
+1,145
| +2% | +$96.7K | 4.36% | 6 |
|
|
2023
Q1 | $5.89M | Buy |
70,895
+7,701
| +12% | +$640K | 4.4% | 6 |
|
|
2022
Q4 | $5.21M | Buy |
63,194
+4,893
| +8% | +$404K | 4.29% | 5 |
|
|
2022
Q3 | $4.67M | Buy |
58,301
+2,084
| +4% | +$167K | 4.02% | 4 |
|
|
2022
Q2 | $5.12M | Buy |
56,217
+2,273
| +4% | +$207K | 4.15% | 4 |
|
|
2022
Q1 | $5.85M | Sell |
53,944
-5,026
| -9% | -$545K | 4.48% | 4 |
|
|
2021
Q4 | $6.84M | Buy |
+58,970
| New | +$6.84M | 5.39% | 4 |
|