Archvest Wealth Advisors’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	$9.82M	Buy	110,740 +6,789	+7%	+$623K	6.34%	4
2025 Q4	$9.2M	Buy	103,951 +3,201	+3%	+$288K	5.87%	4
2025 Q3	$9.21M	Buy	100,750 +6,291	+7%	+$571K	8.21%	3
2025 Q2	$8.41M	Buy	94,459 +5,443	+6%	+$480K	7.33%	3
2025 Q1	$8.06M	Buy	89,016 +5,465	+7%	+$496K	6.67%	3
2024 Q4	$7.44M	Buy	83,551 +10,747	+15%	+$1.02M	5.4%	6
2024 Q3	$7.09M	Buy	72,804 +2,061	+3%	+$190K	4.5%	4
2024 Q2	$5.87M	Buy	70,743 +30,831	+77%	+$2.55M	3.89%	4
2024 Q1	$3.39M	Buy	39,912 +7,034	+21%	+$601K	2.4%	10
2023 Q4	$2.91M	Buy	32,878 +3,152	+11%	+$250K	2.19%	12
2023 Q3	$2.25M	Buy	29,726 +8,014	+37%	+$661K	1.83%	14
2023 Q2	$1.81M	Buy	21,712 +2,913	+15%	+$239K	1.49%	16
2023 Q1	$1.56M	Buy	18,799 +17,524	+1,374%	+$1.51M	1.38%	16
2022 Q4	$448K	Sell	1,275 -15,499	-92%	-$1.29M	0.44%	29
2022 Q3	$1.34M	Buy	16,774 +382	+2%	+$35.7K	1.38%	15
2022 Q2	$1.49M	Buy	16,392 +3,060	+23%	+$305K	1.49%	14
2022 Q1	$1.45M	Buy	13,332 +2,014	+18%	+$213K	1.3%	17
2021 Q4	$1.31M	Buy	+11,318	New	+$1.24M	1.14%	17