Capital Advisors Wealth Management’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 | $6.51M | Buy |
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|
2025
Q2 | $6.15M | Buy |
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|
2025
Q1 | $5.96M | Sell |
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|
2024
Q4 | $5.86M | Buy |
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|
2024
Q3 | $6.27M | Buy |
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|
2024
Q2 | $5.33M | Buy |
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|
2024
Q1 | $5.34M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $249K | Buy |
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