Annis Gardner Whiting Capital Advisors’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 | $29.7K | Buy |
334
+60
| +22% | +$5.34K | 0.01% | 495 |
|
|
2025
Q1 | $24.8K | Hold |
274
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $24.4K | Hold |
274
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $27K | Sell |
274
-259
| -49% | -$25.5K | 0.01% | 425 |
|
|
2024
Q2 | $44.9K | Buy |
533
+20
| +4% | +$1.69K | 0.01% | 419 |
|
|
2024
Q1 | $44.4K | Buy |
513
+104
| +25% | +$8.99K | 0.02% | 400 |
|
|
2023
Q4 | $36.1K | Hold |
409
| – | – | 0.02% | 338 |
|
|
2023
Q3 | $31.1K | Buy |
+409
| New | +$31.1K | 0.02% | 343 |
|