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
2026 Q1	$6.32M	Buy	71,225 +783	+1%	+$71.8K	0.85%	31
2025 Q4	$6.23M	Sell	70,442 -787	-1%	-$70.7K	0.85%	28
2025 Q3	$6.51M	Buy	71,229 +2,141	+3%	+$194K	0.93%	26
2025 Q2	$6.15M	Buy	69,088 +3,282	+5%	+$289K	0.97%	25
2025 Q1	$5.96M	Sell	65,806 -28	-0%	-$2.54K	1.05%	25
2024 Q4	$5.86M	Buy	65,834 +1,474	+2%	+$139K	1.04%	27
2024 Q3	$6.27M	Buy	64,360 +779	+1%	+$71.7K	1.16%	23
2024 Q2	$5.33M	Buy	63,581 +1,830	+3%	+$151K	1.05%	27
2024 Q1	$5.34M	Buy	61,751 +50,266	+438%	+$4.29M	1.11%	25
2023 Q4	$1.01M	Buy	11,485 +7,885	+219%	+$625K	0.23%	54
2023 Q3	$272K	Buy	3,600 +636	+21%	+$52.4K	0.07%	106
2023 Q2	$248K	Buy	+2,964	New	+$243K	0.06%	115
2022 Q3	–	Sell	-2,349	Closed	-$214K	–	124
2022 Q2	$214K	Sell	2,349 -2,454	-51%	-$245K	0.07%	106
2022 Q1	$521K	Buy	4,803 +147	+3%	+$15.6K	0.16%	67
2021 Q4	$540K	Buy	4,656 +1,225	+36%	+$134K	0.16%	65
2021 Q3	$349K	Buy	3,431 +617	+22%	+$65.4K	0.12%	78
2021 Q2	$286K	Buy	2,814 +106	+4%	+$10.5K	0.11%	76
2021 Q1	$249K	Buy	+2,708	New	+$238K	0.11%	80