Axiom Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $271M | Buy |
2,947,591
+343,033
| +13% | +$31.6M | 2.54% | 10 |
|
|
2024
Q2 | $215M | Buy |
2,604,558
+2,564,614
| +6,421% | +$212M | 2.34% | 11 |
|
|
2024
Q1 | $3.45M | Buy |
39,944
+1,768
| +5% | +$153K | 2.54% | 10 |
|
|
2023
Q4 | $3.37M | Buy |
38,176
+2,346
| +7% | +$207K | 2.71% | 10 |
|
|
2023
Q3 | $2.71M | Buy |
35,830
+1,790
| +5% | +$135K | 2.44% | 11 |
|
|
2023
Q2 | $2.84M | Buy |
34,040
+832
| +3% | +$69.5K | 2.52% | 10 |
|
|
2023
Q1 | $2.74M | Buy |
33,208
+1,138
| +4% | +$93.7K | 2.62% | 9 |
|
|
2022
Q4 | $2.64M | Buy |
32,070
+5,031
| +19% | +$415K | 2.8% | 9 |
|
|
2022
Q3 | $2.17M | Sell |
27,039
-2,282
| -8% | -$183K | 2.57% | 12 |
|
|
2022
Q2 | $2.67M | Sell |
29,321
-3,840
| -12% | -$350K | 2.96% | 10 |
|
|
2022
Q1 | $3.59M | Buy |
33,161
+1,780
| +6% | +$193K | 2.99% | 8 |
|
|
2021
Q4 | $3.64M | Buy |
+31,381
| New | +$3.64M | 2.99% | 8 |
|