Bordeaux Wealth Advisors’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 | $2.05M | Buy |
23,031
+1,051
| +5% | +$93.6K | 0.26% | 42 |
|
|
2025
Q1 | $1.99M | Sell |
21,980
-2,305
| -9% | -$209K | 0.37% | 38 |
|
|
2024
Q4 | $2.16M | Sell |
24,285
-504
| -2% | -$44.9K | 0.35% | 37 |
|
|
2024
Q3 | $2.41M | Buy |
24,789
+12
| +0% | +$1.17K | 0.44% | 36 |
|
|
2024
Q2 | $2.08M | Sell |
24,777
-442
| -2% | -$37K | 0.4% | 36 |
|
|
2024
Q1 | $2.18M | Buy |
25,219
+3,469
| +16% | +$300K | 0.72% | 21 |
|
|
2023
Q4 | $1.92M | Sell |
21,750
-3,512
| -14% | -$310K | 0.65% | 21 |
|
|
2023
Q3 | $1.91M | Buy |
25,262
+7,135
| +39% | +$540K | 0.77% | 21 |
|
|
2023
Q2 | $1.51M | Sell |
18,127
-1,259
| -6% | -$105K | 0.62% | 22 |
|
|
2023
Q1 | $1.61M | Buy |
19,386
+1,075
| +6% | +$89.3K | 0.83% | 18 |
|
|
2022
Q4 | $1.51M | Sell |
18,311
-143
| -0.8% | -$11.8K | 0.83% | 18 |
|
|
2022
Q3 | $1.48M | Buy |
18,454
+2,382
| +15% | +$191K | 0.93% | 19 |
|
|
2022
Q2 | $1.46M | Sell |
16,072
-4,963
| -24% | -$452K | 1.01% | 19 |
|
|
2022
Q1 | $2.28M | Sell |
21,035
-23,215
| -52% | -$2.52M | 1.23% | 19 |
|
|
2021
Q4 | $5.13M | Buy |
44,250
+25,615
| +137% | +$2.97M | 2.36% | 15 |
|
|
2021
Q3 | $1.9M | Sell |
18,635
-3,022
| -14% | -$308K | 1.08% | 21 |
|
|
2021
Q2 | $2.2M | Buy |
21,657
+357
| +2% | +$36.3K | 1.27% | 17 |
|
|
2021
Q1 | $1.96M | Sell |
21,300
-334
| -2% | -$30.7K | 1.36% | 14 |
|
|
2020
Q4 | $1.84M | Buy |
+21,634
| New | +$1.84M | 1.38% | 11 |
|