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