Asset Dedication LLC’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
Q2 | $210K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | $26K | Sell |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $453K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $622K | Sell |
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|
2018
Q2 | $850K | Buy |
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|
2018
Q1 | $490K | Buy |
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|
2017
Q4 | $34K | Buy |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $16K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $205K | Buy |
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