CFA
Cahill Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
31,180
-437
| -1% | -$38.9K | 0.34% | 49 |
|
|
2025
Q1 | $2.86M | Buy |
31,617
+468
| +2% | +$42.4K | 0.39% | 44 |
|
|
2024
Q4 | $2.77M | Sell |
31,149
-45
| -0.1% | -$4.01K | 0.38% | 45 |
|
|
2024
Q3 | $3.04M | Sell |
31,194
-27,007
| -46% | -$2.63M | 0.42% | 42 |
|
|
2024
Q2 | $4.87M | Sell |
58,201
-5,663
| -9% | -$474K | 0.67% | 31 |
|
|
2024
Q1 | $5.52M | Buy |
63,864
+309
| +0.5% | +$26.7K | 0.75% | 28 |
|
|
2023
Q4 | $5.62M | Sell |
63,555
-360
| -0.6% | -$31.8K | 0.83% | 27 |
|
|
2023
Q3 | $4.84M | Buy |
63,915
+966
| +2% | +$73.1K | 0.8% | 26 |
|
|
2023
Q2 | $5.26M | Buy |
62,949
+3,907
| +7% | +$326K | 0.85% | 26 |
|
|
2023
Q1 | $4.9M | Buy |
59,042
+3,738
| +7% | +$310K | 0.87% | 27 |
|
|
2022
Q4 | $4.56M | Sell |
55,304
-2,533
| -4% | -$209K | 0.88% | 27 |
|
|
2022
Q3 | $4.64M | Sell |
57,837
-1,809
| -3% | -$145K | 0.98% | 24 |
|
|
2022
Q2 | $5.43M | Buy |
59,646
+138
| +0.2% | +$12.6K | 1.16% | 21 |
|
|
2022
Q1 | $6.45M | Buy |
59,508
+52
| +0.1% | +$5.64K | 1.21% | 18 |
|
|
2021
Q4 | $6.9M | Buy |
59,456
+1,575
| +3% | +$183K | 1.33% | 17 |
|
|
2021
Q3 | $5.89M | Sell |
57,881
-279
| -0.5% | -$28.4K | 1.21% | 17 |
|
|
2021
Q2 | $5.92M | Sell |
58,160
-1,348
| -2% | -$137K | 1.33% | 17 |
|
|
2021
Q1 | $5.47M | Sell |
59,508
-18,454
| -24% | -$1.7M | 1.33% | 16 |
|
|
2020
Q4 | $5.74M | Buy |
77,962
+6,351
| +9% | +$468K | 1.45% | 14 |
|
|
2020
Q3 | $5.65M | Buy |
71,611
+8,561
| +14% | +$676K | 2.04% | 9 |
|
|
2020
Q2 | $4.95M | Sell |
63,050
-11,126
| -15% | -$874K | 1.91% | 10 |
|
|
2020
Q1 | $5.18M | Buy |
74,176
+1,719
| +2% | +$120K | 2.4% | 6 |
|
|
2019
Q4 | $6.72M | Buy |
72,457
+206
| +0.3% | +$19.1K | 2.44% | 6 |
|
|
2019
Q3 | $6.74M | Buy |
72,251
+3,068
| +4% | +$286K | 2.62% | 6 |
|
|
2019
Q2 | $6.05M | Sell |
69,183
-1
| -0% | -$87 | 2.4% | 7 |
|
|
2019
Q1 | $6.01M | Sell |
69,184
-352
| -0.5% | -$30.6K | 2.5% | 6 |
|
|
2018
Q4 | $5.19M | Buy |
69,536
+920
| +1% | +$68.6K | 2.6% | 6 |
|
|
2018
Q3 | $5.54M | Buy |
68,616
+1,342
| +2% | +$108K | 2.44% | 7 |
|
|
2018
Q2 | $5.48M | Sell |
67,274
-1,371
| -2% | -$112K | 2.53% | 6 |
|
|
2018
Q1 | $5.18M | Buy |
68,645
+1,929
| +3% | +$146K | 2.47% | 6 |
|
|
2017
Q4 | $5.54M | Buy |
66,716
+5,706
| +9% | +$474K | 2.78% | 5 |
|
|
2017
Q3 | $5.07M | Buy |
61,010
+3,070
| +5% | +$255K | 2.68% | 5 |
|
|
2017
Q2 | $4.82M | Buy |
57,940
+1,305
| +2% | +$109K | 2.67% | 5 |
|
|
2017
Q1 | $4.68M | Buy |
56,635
+1,628
| +3% | +$134K | 2.7% | 5 |
|
|
2016
Q4 | $4.54M | Buy |
55,007
+5,961
| +12% | +$492K | 2.77% | 5 |
|
|
2016
Q3 | $4.26M | Buy |
49,046
+763
| +2% | +$66.2K | 2.77% | 5 |
|
|
2016
Q2 | $4.28M | Buy |
48,283
+775
| +2% | +$68.7K | 2.99% | 4 |
|
|
2016
Q1 | $3.98M | Buy |
47,508
+634
| +1% | +$53.1K | 2.98% | 4 |
|
|
2015
Q4 | $3.74M | Buy |
46,874
+388
| +0.8% | +$30.9K | 3.05% | 4 |
|
|
2015
Q3 | $3.51M | Sell |
46,486
-1,425
| -3% | -$108K | 2.86% | 5 |
|
|
2015
Q2 | $3.58M | Sell |
47,911
-1,054
| -2% | -$78.7K | 2.68% | 8 |
|
|
2015
Q1 | $4.13M | Buy |
48,965
+1,825
| +4% | +$154K | 3.15% | 5 |
|
|
2014
Q4 | $3.82M | Buy |
47,140
+8,950
| +23% | +$725K | 2.95% | 4 |
|
|
2014
Q3 | $2.74M | Buy |
38,190
+1,459
| +4% | +$105K | 2.19% | 12 |
|
|
2014
Q2 | $2.75M | Buy |
36,731
+4,281
| +13% | +$320K | 2.15% | 14 |
|
|
2014
Q1 | $2.29M | Buy |
32,450
+3,252
| +11% | +$230K | 1.96% | 15 |
|
|
2013
Q4 | $1.89M | Buy |
+29,198
| New | +$1.89M | 1.63% | 22 |
|