Arbor Wealth 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 | $534K | Hold |
6,000
| – | – | 0.43% | 30 |
|
2025
Q1 | $543K | Hold |
6,000
| – | – | 0.48% | 28 |
|
2024
Q4 | $534K | Hold |
6,000
| – | – | 0.48% | 29 |
|
2024
Q3 | $585K | Hold |
6,000
| – | – | 0.53% | 28 |
|
2024
Q2 | $503K | Hold |
6,000
| – | – | 0.5% | 29 |
|
2024
Q1 | $519K | Hold |
6,000
| – | – | 0.49% | 30 |
|
2023
Q4 | $530K | Buy |
+6,000
| New | +$530K | 0.55% | 29 |
|