Archvest 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 | $8.41M | Buy |
94,459
+5,443
| +6% | +$485K | 7.33% | 3 |
|
|
2025
Q1 | $8.06M | Buy |
89,016
+5,465
| +7% | +$495K | 6.67% | 3 |
|
|
2024
Q4 | $7.44M | Buy |
83,551
+10,747
| +15% | +$957K | 5.4% | 6 |
|
|
2024
Q3 | $7.09M | Buy |
72,804
+2,061
| +3% | +$201K | 4.5% | 4 |
|
|
2024
Q2 | $5.87M | Buy |
70,743
+30,831
| +77% | +$2.56M | 3.89% | 4 |
|
|
2024
Q1 | $3.39M | Buy |
39,912
+7,034
| +21% | +$598K | 2.4% | 10 |
|
|
2023
Q4 | $2.91M | Buy |
32,878
+3,152
| +11% | +$279K | 2.19% | 12 |
|
|
2023
Q3 | $2.25M | Buy |
29,726
+8,014
| +37% | +$606K | 1.83% | 14 |
|
|
2023
Q2 | $1.81M | Buy |
21,712
+2,913
| +15% | +$243K | 1.49% | 16 |
|
|
2023
Q1 | $1.56M | Buy |
18,799
+17,524
| +1,374% | +$1.46M | 1.38% | 16 |
|
|
2022
Q4 | $448K | Sell |
1,275
-15,499
| -92% | -$5.45M | 0.44% | 29 |
|
|
2022
Q3 | $1.35M | Buy |
16,774
+382
| +2% | +$30.6K | 1.38% | 15 |
|
|
2022
Q2 | $1.49M | Buy |
16,392
+3,060
| +23% | +$279K | 1.49% | 14 |
|
|
2022
Q1 | $1.45M | Buy |
13,332
+2,014
| +18% | +$218K | 1.3% | 17 |
|
|
2021
Q4 | $1.31M | Buy |
+11,318
| New | +$1.31M | 1.14% | 17 |
|