Allodium Investment Consultants’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
$10.8M Buy
121,725
+4,255
+4% +$379K 6.86% 4
2025
Q1
$10.6M Buy
117,470
+9,897
+9% +$896K 7.85% 4
2024
Q4
$9.58M Buy
+107,573
New +$9.58M 8% 4