Capital Advisors Ltd’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 | $211K | Hold |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $4.05M | Sell |
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|
2021
Q4 | $4.36M | Sell |
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|
2021
Q3 | $3.9M | Sell |
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|
2021
Q2 | $3.97M | Sell |
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|
2021
Q1 | $3.81M | Sell |
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|
2020
Q4 | $3.58M | Buy |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $3.39M | Sell |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $4.07M | Buy |
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|
2019
Q3 | $3.98M | Buy |
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|
2019
Q2 | $3.5M | Sell |
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|
2019
Q1 | $3.75M | Sell |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $4.27M | Buy |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $3.77M | Sell |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $4.54M | Buy |
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|
2017
Q2 | $4.43M | Buy |
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|
2017
Q1 | $4.29M | Buy |
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|
2016
Q4 | $4.11M | Buy |
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|
2016
Q3 | $4.13M | Buy |
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|
2016
Q2 | $3.77M | Buy |
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|
2016
Q1 | $3.21M | Buy |
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|
2015
Q4 | $2.89M | Buy |
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|
2015
Q3 | $2.63M | Buy |
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|
2015
Q2 | $2.47M | Buy |
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|
2015
Q1 | $2.76M | Buy |
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|
2014
Q4 | $2.52M | Buy |
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|
2014
Q3 | $1.98M | Buy |
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|
2014
Q2 | $1.86M | Buy |
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|
2014
Q1 | $1.65M | Buy |
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|
2013
Q4 | $1.32M | Buy |
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