Ascent Wealth Partners’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 | $1.84M | Buy |
|
|||||
|
2025
Q2 | $1.73M | Buy |
|
|||||
|
2025
Q1 | $1.75M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.6M | Sell |
|
|||||
|
2023
Q3 | $9.34M | Buy |
|
|||||
|
2023
Q2 | $10.3M | Buy |
|
|||||
|
2023
Q1 | $9.32M | Buy |
|
|||||
|
2022
Q4 | $8.84M | Buy |
|
|||||
|
2022
Q3 | $7.5M | Sell |
|
|||||
|
2022
Q2 | $10M | Buy |
|
|||||
|
2022
Q1 | $7.71M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $5.24M | Sell |
|
|||||
|
2019
Q4 | $8.87M | Buy |
|
|||||
|
2019
Q3 | $1.99M | Buy |
|
|||||
|
2019
Q2 | $508K | Sell |
|
|||||
|
2019
Q1 | $512K | Buy |
|
|||||
|
2018
Q4 | $435K | Sell |
|
|||||
|
2018
Q3 | $496K | Sell |
|
|||||
|
2018
Q2 | $501K | Hold |
|
|||||
|
2018
Q1 | $465K | Sell |
|
|||||
|
2017
Q4 | $530K | Sell |
|
|||||
|
2017
Q3 | $533K | Hold |
|
|||||
|
2017
Q2 | $534K | Hold |
|
|||||
|
2017
Q1 | $530K | Buy |
|
|||||
|
2016
Q4 | $524K | Sell |
|
|||||
|
2016
Q3 | $557K | Sell |
|
|||||
|
2016
Q2 | $576K | Sell |
|
|||||
|
2016
Q1 | $653K | Sell |
|
|||||
|
2015
Q4 | $640K | Hold |
|
|||||
|
2015
Q3 | $607K | Hold |
|
|||||
|
2015
Q2 | $600K | Sell |
|
|||||
|
2015
Q1 | $688K | Sell |
|
|||||
|
2014
Q4 | $1.44M | Buy |
|
|||||
|
2014
Q3 | $1.14M | Buy |
|
|||||
|
2014
Q2 | $1.17M | Buy |
|
|||||
|
2014
Q1 | $948K | Buy |
|
|||||
|
2013
Q4 | $810K | Buy |
|