Baron Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.11M | Sell |
63,343
-312
| -0.5% | -$29.8K | 2.91% | 9 |
|
|
2026
Q1 | $5.65M | Buy |
63,655
+1,663
| +3% | +$152K | 3.05% | 9 |
|
|
2025
Q4 | $5.49M | Buy |
61,992
+2,753
| +5% | +$247K | 2.94% | 9 |
|
|
2025
Q3 | $5.42M | Buy |
59,239
+624
| +1% | +$56.6K | 2.97% | 10 |
|
|
2025
Q2 | $5.22M | Sell |
58,615
-220
| -0.4% | -$19.4K | 3.06% | 10 |
|
|
2025
Q1 | $5.33M | Buy |
58,835
+154
| +0.3% | +$14K | 3.35% | 8 |
|
|
2024
Q4 | $5.23M | Sell |
58,681
-5
| -0% | -$472 | 3.24% | 8 |
|
|
2024
Q3 | $5.72M | Sell |
58,686
-2,275
| -4% | -$209K | 3.5% | 7 |
|
|
2024
Q2 | $5.11M | Buy |
60,961
+666
| +1% | +$55K | 3.25% | 9 |
|
|
2024
Q1 | $5.21M | Buy |
60,295
+669
| +1% | +$57.2K | 3.22% | 8 |
|
|
2023
Q4 | $5.27M | Buy |
59,626
+2,941
| +5% | +$233K | 3.36% | 7 |
|
|
2023
Q3 | $4.29M | Buy |
56,685
+1,749
| +3% | +$144K | 2.79% | 11 |
|
|
2023
Q2 | $4.59M | Buy |
54,936
+1,190
| +2% | +$97.5K | 2.83% | 10 |
|
|
2023
Q1 | $4.46M | Buy |
53,746
+2,534
| +5% | +$218K | 2.83% | 11 |
|
|
2022
Q4 | $4.22M | Buy |
51,212
+7,415
| +17% | +$615K | 2.8% | 11 |
|
|
2022
Q3 | $3.51M | Buy |
43,797
+474
| +1% | +$44.3K | 2.37% | 13 |
|
|
2022
Q2 | $3.95M | Sell |
43,323
-1,323
| -3% | -$132K | 2.61% | 13 |
|
|
2022
Q1 | $4.84M | Sell |
44,646
-938
| -2% | -$99.3K | 2.81% | 12 |
|
|
2021
Q4 | $5.29M | Sell |
45,584
-441
| -1% | -$48.2K | 3% | 10 |
|
|
2021
Q3 | $4.68M | Sell |
46,025
-1,598
| -3% | -$169K | 2.84% | 11 |
|
|
2021
Q2 | $4.85M | Sell |
47,623
-1,171
| -2% | -$116K | 3.02% | 10 |
|
|
2021
Q1 | $4.48M | Buy |
48,794
+2,456
| +5% | +$216K | 3.09% | 9 |
|
|
2020
Q4 | $3.94M | Buy |
46,338
+1,397
| +3% | +$116K | 3.14% | 10 |
|
|
2020
Q3 | $3.55M | Buy |
+44,941
| New | +$3.61M | 3.33% | 10 |
|
Other funds holding VNQ
EWM
FWP
HWA
KBFS
CTI
PIMG
KL
TA
DF