Apella Capital’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
$961K Buy
10,764
+3,415
+46% +$305K 0.03% 223
2025
Q1
$621K Sell
7,349
-450
-6% -$38K 0.02% 237
2024
Q4
$695K Sell
7,799
-475
-6% -$42.3K 0.03% 198
2024
Q3
$798K Sell
8,274
-313
-4% -$30.2K 0.03% 174
2024
Q2
$719K Sell
8,587
-8,105
-49% -$679K 0.03% 177
2024
Q1
$1.43M Buy
16,692
+591
+4% +$50.8K 0.07% 115
2023
Q4
$1.4M Buy
16,101
+2,567
+19% +$223K 0.08% 112
2023
Q3
$1.02M Sell
13,534
-820
-6% -$62K 0.07% 116
2023
Q2
$1.2M Buy
+14,354
New +$1.2M 0.09% 105
2022
Q4
$678K Buy
8,225
+1,314
+19% +$108K 0.06% 134
2022
Q3
$554K Sell
6,911
-268
-4% -$21.5K 0.06% 123
2022
Q2
$654K Sell
7,179
-626
-8% -$57K 0.08% 118
2022
Q1
$846K Sell
7,805
-4,039
-34% -$438K 0.12% 100
2021
Q4
$1.37M Sell
11,844
-8,626
-42% -$1M 0.18% 75
2021
Q3
$2.08M Buy
20,470
+6,475
+46% +$659K 0.3% 67
2021
Q2
$1.43M Buy
+13,995
New +$1.43M 0.23% 75