BBR Partners’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 | $1.42M | Buy |
+15,941
| New | +$1.42M | 0.09% | 86 |
|
2024
Q3 | – | Sell |
-2,429
| Closed | -$203K | – | 254 |
|
2024
Q2 | $203K | Sell |
2,429
-1,699
| -41% | -$142K | 0.02% | 198 |
|
2024
Q1 | $357K | Buy |
+4,128
| New | +$357K | 0.03% | 171 |
|
2022
Q2 | – | Sell |
-2,881
| Closed | -$312K | – | 262 |
|
2022
Q1 | $312K | Buy |
2,881
+1,000
| +53% | +$108K | 0.03% | 178 |
|
2021
Q4 | $218K | Buy |
+1,881
| New | +$218K | 0.03% | 185 |
|
2020
Q2 | – | Sell |
-2,882
| Closed | -$201K | – | 185 |
|
2020
Q1 | $201K | Buy |
+2,882
| New | +$201K | 0.03% | 135 |
|