AMI Investment Management’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 | $2.52M | Buy |
28,266
+1,277
| +5% | +$114K | 0.65% | 38 |
|
|
2025
Q1 | $2.44M | Buy |
26,989
+954
| +4% | +$86.4K | 0.79% | 35 |
|
|
2024
Q4 | $2.32M | Buy |
26,035
+1,358
| +6% | +$121K | 0.75% | 36 |
|
|
2024
Q3 | $2.4M | Buy |
24,677
+9,925
| +67% | +$967K | 0.81% | 36 |
|
|
2024
Q2 | $1.24M | Buy |
14,752
+11,625
| +372% | +$974K | 0.43% | 44 |
|
|
2024
Q1 | $270K | Hold |
3,127
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $276K | Buy |
+3,127
| New | +$276K | 0.11% | 58 |
|