Ascent Group’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
2025
Q3
$257K Buy
2025
Q2
$213K Sell
2025
Q1
$281K Sell
2024
Q4
$369K Sell
2024
Q3
$498K Sell
2024
Q2
$448K Sell
2024
Q1
$515K Sell
2023
Q4
$549K Sell
2023
Q3
$549K Sell
2023
Q2
$768K Sell
2023
Q1
$1.06M Buy
2022
Q4
$1.03M Sell
2022
Q3
$1.23M Sell
2022
Q2
$1.47M Sell
2022
Q1
$5.53M Buy
2021
Q4
$5.24M Buy