Balanced Rock Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Balanced Rock Investment Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$352K	Sell
2025 Q2	$414K	Sell
2025 Q1	$486K	Buy
2024 Q4	$469K	Sell
2024 Q3	$1.24M	Sell
2024 Q2	$1.1M	Sell
2024 Q1	$1.18M	Sell
2023 Q4	$1.86M	Buy