Aviso Wealth Management’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 | $205K | Hold |
2,307
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $209K | Sell |
2,307
-154
| -6% | -$13.9K | 0.11% | 134 |
|
|
2024
Q4 | $219K | Hold |
2,461
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $240K | Hold |
2,461
| – | – | 0.13% | 132 |
|
|
2024
Q2 | $206K | Sell |
2,461
-250
| -9% | -$20.9K | 0.12% | 146 |
|
|
2024
Q1 | $234K | Buy |
2,711
+250
| +10% | +$21.6K | 0.15% | 129 |
|
|
2023
Q4 | $217K | Buy |
+2,461
| New | +$217K | 0.16% | 131 |
|