Angeles Wealth 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 | $289K | Sell |
3,240
-949
| -23% | -$84.5K | 0.02% | 265 |
|
|
2025
Q1 | $379K | Sell |
4,189
-218
| -5% | -$19.7K | 0.03% | 170 |
|
|
2024
Q4 | $393K | Buy |
4,407
+4
| +0.1% | +$356 | 0.03% | 164 |
|
|
2024
Q3 | $429K | Buy |
4,403
+3
| +0.1% | +$292 | 0.04% | 148 |
|
|
2024
Q2 | $369K | Sell |
4,400
-59
| -1% | -$4.94K | 0.03% | 152 |
|
|
2024
Q1 | $386K | Buy |
4,459
+1,549
| +53% | +$134K | 0.04% | 142 |
|
|
2023
Q4 | $257K | Sell |
2,910
-49
| -2% | -$4.33K | 0.03% | 169 |
|
|
2023
Q3 | $224K | Buy |
2,959
+159
| +6% | +$12K | 0.03% | 155 |
|
|
2023
Q2 | $234K | Hold |
2,800
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $233K | Hold |
2,800
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $231K | Buy |
2,800
+188
| +7% | +$15.5K | 0.04% | 156 |
|
|
2022
Q3 | $209K | Buy |
2,612
+55
| +2% | +$4.4K | 0.04% | 157 |
|
|
2022
Q2 | $233K | Buy |
2,557
+1,470
| +135% | +$134K | 0.05% | 149 |
|
|
2022
Q1 | $118K | Buy |
+1,087
| New | +$118K | 0.02% | 173 |
|