Capital Advisory Group Advisory Services’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
Q2 | $233K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $857K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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