Beaird Harris Wealth Management’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 | $4.43M | Buy |
49,687
+2,487
| +5% | +$221K | 0.34% | 38 |
|
|
2025
Q1 | $4.27M | Buy |
47,200
+2,530
| +6% | +$229K | 0.36% | 36 |
|
|
2024
Q4 | $3.98M | Sell |
44,670
-269
| -0.6% | -$24K | 0.34% | 37 |
|
|
2024
Q3 | $4.38M | Buy |
44,939
+4,752
| +12% | +$463K | 0.38% | 35 |
|
|
2024
Q2 | $3.37M | Sell |
40,187
-6,929
| -15% | -$580K | 0.32% | 40 |
|
|
2024
Q1 | $4.07M | Sell |
47,116
-1,596
| -3% | -$138K | 0.4% | 34 |
|
|
2023
Q4 | $4.3M | Sell |
48,712
-162
| -0.3% | -$14.3K | 0.45% | 33 |
|
|
2023
Q3 | $3.7M | Sell |
48,874
-216
| -0.4% | -$16.3K | 0.44% | 30 |
|
|
2023
Q2 | $4.1M | Sell |
49,090
-10,349
| -17% | -$865K | 0.49% | 29 |
|
|
2023
Q1 | $4.94M | Sell |
59,439
-29
| -0% | -$2.41K | 0.89% | 23 |
|
|
2022
Q4 | $4.9M | Buy |
59,468
+8,202
| +16% | +$677K | 0.92% | 23 |
|
|
2022
Q3 | $4.11M | Buy |
51,266
+9,825
| +24% | +$788K | 0.9% | 20 |
|
|
2022
Q2 | $3.78M | Sell |
41,441
-1,490
| -3% | -$136K | 1.04% | 15 |
|
|
2022
Q1 | $4.65M | Buy |
42,931
+31,118
| +263% | +$3.37M | 1.68% | 12 |
|
|
2021
Q4 | $1.37M | Buy |
+11,813
| New | +$1.37M | 0.5% | 30 |
|