Atwood & Palmer’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 | $112K | Buy |
1,258
+146
| +13% | +$13K | 0.01% | 181 |
|
|
2025
Q1 | $101K | Hold |
1,112
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $99K | Hold |
1,112
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $108K | Hold |
1,112
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $93.1K | Buy |
+1,112
| New | +$93.1K | 0.01% | 185 |
|
|
2024
Q1 | – | Sell |
-193
| Closed | -$17.1K | – | 431 |
|
|
2023
Q4 | $17.1K | Buy |
+193
| New | +$17.1K | ﹤0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$8K | – | 348 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 255 |
|
|
2019
Q2 | $9K | Sell |
100
-54
| -35% | -$4.86K | ﹤0.01% | 249 |
|
|
2019
Q1 | $13K | Buy |
154
+54
| +54% | +$4.56K | ﹤0.01% | 245 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 267 |
|
|
2018
Q3 | $8K | Sell |
100
-23
| -19% | -$1.84K | ﹤0.01% | 266 |
|
|
2018
Q2 | $10K | Sell |
123
-977
| -89% | -$79.4K | ﹤0.01% | 260 |
|
|
2018
Q1 | $83K | Hold |
1,100
| – | – | 0.01% | 162 |
|
|
2017
Q4 | $91K | Sell |
1,100
-4,000
| -78% | -$331K | 0.01% | 159 |
|
|
2017
Q3 | $424K | Sell |
5,100
-200
| -4% | -$16.6K | 0.06% | 88 |
|
|
2017
Q2 | $441K | Buy |
5,300
+5,200
| +5,200% | +$433K | 0.07% | 87 |
|
|
2017
Q1 | $8K | Sell |
100
-195
| -66% | -$15.6K | ﹤0.01% | 252 |
|
|
2016
Q4 | $24K | Hold |
295
| – | – | ﹤0.01% | 218 |
|
|
2016
Q3 | $26K | Buy |
295
+117
| +66% | +$10.3K | ﹤0.01% | 210 |
|
|
2016
Q2 | $16K | Hold |
178
| – | – | ﹤0.01% | 234 |
|
|
2016
Q1 | $15K | Hold |
178
| – | – | ﹤0.01% | 244 |
|
|
2015
Q4 | $14K | Hold |
178
| – | – | ﹤0.01% | 302 |
|
|
2015
Q3 | $13K | Buy |
178
+78
| +78% | +$5.7K | ﹤0.01% | 309 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2014
Q4 | $9K | Sell |
100
-930
| -90% | -$83.7K | ﹤0.01% | 310 |
|
|
2014
Q3 | $74K | Hold |
1,030
| – | – | 0.01% | 181 |
|
|
2014
Q2 | $77K | Buy |
+1,030
| New | +$77K | 0.02% | 171 |
|