BAM
BOS Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
40,511
+907
| +2% | +$80.8K | 1.15% | 22 |
|
|
2025
Q1 | $3.59M | Buy |
39,604
+3,141
| +9% | +$284K | 1.23% | 21 |
|
|
2024
Q4 | $3.25M | Buy |
36,463
+1,731
| +5% | +$154K | 1.16% | 23 |
|
|
2024
Q3 | $3.38M | Buy |
34,732
+1,122
| +3% | +$109K | 1.25% | 18 |
|
|
2024
Q2 | $2.82M | Buy |
33,610
+5,927
| +21% | +$496K | 1.3% | 20 |
|
|
2024
Q1 | $2.39M | Buy |
+27,683
| New | +$2.39M | 1.26% | 21 |
|
|
2023
Q4 | – | Sell |
-4,503
| Closed | -$341K | – | 162 |
|
|
2023
Q3 | $341K | Buy |
+4,503
| New | +$341K | 0.25% | 90 |
|