Aprio Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.62M	Sell	63,359 -7,700	-11%	-$706K	0.31%	69
2025 Q4	$6.32M	Sell	71,059 -4,470	-6%	-$402K	0.36%	59
2025 Q3	$6.9M	Buy	+75,529	New	+$6.85M	0.69%	30
2025 Q2	–	Sell	-4,019	Closed	-$364K	–	437
2025 Q1	$364K	Sell	4,019 -2,145	-35%	-$195K	0.05%	234
2024 Q4	$549K	Buy	+6,164	New	+$582K	0.08%	127
2024 Q2	–	Sell	-2,674	Closed	-$231K	–	277
2024 Q1	$231K	Buy	+2,674	New	+$228K	0.05%	195
2023 Q3	–	Sell	-2,808	Closed	-$235K	–	198
2023 Q2	$235K	Sell	2,808 -1,240	-31%	-$102K	0.06%	134
2023 Q1	$336K	Sell	4,048 -178	-4%	-$15.3K	0.1%	90
2022 Q4	$349K	Buy	+4,226	New	+$350K	0.12%	78
2022 Q1	–	Sell	-38,061	Closed	-$4.42M	–	94
2021 Q4	$4.42M	Buy	38,061 +4,335	+13%	+$473K	1.85%	17
2021 Q3	$3.43M	Buy	33,726 +7	+0%	+$742	1.56%	15
2021 Q2	$3.43M	Buy	+33,719	New	+$3.34M	1.62%	13
2020 Q2	–	Sell	-17,316	Closed	-$1.21M	–	79
2020 Q1	$1.21M	Buy	17,316 +1,627	+10%	+$143K	1.53%	9
2019 Q4	$1.46M	Buy	+15,689	New	+$1.45M	1.07%	19