AFS
Axiom Financial Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
5,129
-267
| -5% | -$23.8K | 0.25% | 26 |
|
|
2025
Q1 | $489K | Buy |
+5,396
| New | +$489K | 0.29% | 26 |
|
|
2022
Q3 | – | Sell |
-9,838
| Closed | -$896K | – | 76 |
|
|
2022
Q2 | $896K | Sell |
9,838
-1,672
| -15% | -$152K | 0.47% | 32 |
|
|
2022
Q1 | $1.19M | Sell |
11,510
-122
| -1% | -$12.6K | 0.6% | 27 |
|
|
2021
Q4 | $1.35M | Buy |
11,632
+726
| +7% | +$84.2K | 0.61% | 29 |
|
|
2021
Q3 | $1.11M | Buy |
10,906
+8,536
| +360% | +$869K | 0.52% | 31 |
|
|
2021
Q2 | $241K | Buy |
+2,370
| New | +$241K | 0.11% | 60 |
|
|
2021
Q1 | – | Sell |
-2,585
| Closed | -$204K | – | 85 |
|
|
2020
Q4 | $204K | Hold |
2,585
| – | – | 0.12% | 68 |
|
|
2020
Q3 | $204K | Sell |
2,585
-1,380
| -35% | -$109K | 0.12% | 68 |
|
|
2020
Q2 | $311K | Sell |
3,965
-8,448
| -68% | -$663K | 0.2% | 44 |
|
|
2020
Q1 | $867K | Buy |
+12,413
| New | +$867K | 0.7% | 23 |
|