BFG
Beacon Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
2,264
-350
| -13% | -$31.2K | 0.02% | 331 |
|
|
2025
Q1 | $237K | Sell |
2,614
-63
| -2% | -$5.7K | 0.03% | 306 |
|
|
2024
Q4 | $238K | Hold |
2,677
| – | – | 0.03% | 306 |
|
|
2024
Q3 | $261K | Hold |
2,677
| – | – | 0.03% | 293 |
|
|
2024
Q2 | $224K | Hold |
2,677
| – | – | 0.03% | 301 |
|
|
2024
Q1 | $232K | Sell |
2,677
-77
| -3% | -$6.66K | 0.03% | 299 |
|
|
2023
Q4 | $243K | Buy |
+2,754
| New | +$243K | 0.03% | 289 |
|