Caldwell Trust’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $638K | Sell |
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|
2025
Q2 | $643K | Hold |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $835K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $743K | Sell |
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|
2020
Q1 | $683K | Buy |
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|
2019
Q4 | $902K | Buy |
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