Capital Insight Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
5,439
| – | – | 0.08% | 134 |
|
|
2025
Q1 | $492K | Sell |
5,439
-1,829
| -25% | -$166K | 0.09% | 133 |
|
|
2024
Q4 | $647K | Sell |
7,268
-270
| -4% | -$24.1K | 0.11% | 125 |
|
|
2024
Q3 | $734K | Hold |
7,538
| – | – | 0.13% | 111 |
|
|
2024
Q2 | $631K | Sell |
7,538
-6
| -0.1% | -$503 | 0.12% | 113 |
|
|
2024
Q1 | $652K | Hold |
7,544
| – | – | 0.12% | 114 |
|
|
2023
Q4 | $667K | Sell |
7,544
-95
| -1% | -$8.39K | 0.14% | 106 |
|
|
2023
Q3 | $578K | Sell |
7,639
-11
| -0.1% | -$832 | 0.13% | 106 |
|
|
2023
Q2 | $639K | Sell |
7,650
-50
| -0.6% | -$4.18K | 0.14% | 104 |
|
|
2023
Q1 | $639K | Sell |
7,700
-376
| -5% | -$31.2K | 0.15% | 107 |
|
|
2022
Q4 | $666K | Sell |
8,076
-1,025
| -11% | -$84.5K | 0.17% | 101 |
|
|
2022
Q3 | $730K | Buy |
9,101
+160
| +2% | +$12.8K | 0.2% | 98 |
|
|
2022
Q2 | $815K | Buy |
8,941
+70
| +0.8% | +$6.38K | 0.19% | 104 |
|
|
2022
Q1 | $961K | Sell |
8,871
-394
| -4% | -$42.7K | 0.2% | 108 |
|
|
2021
Q4 | $1.08M | Sell |
9,265
-8
| -0.1% | -$928 | 0.22% | 108 |
|
|
2021
Q3 | $944K | Buy |
9,273
+371
| +4% | +$37.8K | 0.21% | 112 |
|
|
2021
Q2 | $906K | Buy |
8,902
+16
| +0.2% | +$1.63K | 0.2% | 117 |
|
|
2021
Q1 | $816K | Buy |
8,886
+242
| +3% | +$22.2K | 0.2% | 117 |
|
|
2020
Q4 | $734K | Hold |
8,644
| – | – | 0.18% | 118 |
|
|
2020
Q3 | $683K | Sell |
8,644
-1,027
| -11% | -$81.1K | 0.19% | 118 |
|
|
2020
Q2 | $759K | Buy |
+9,671
| New | +$759K | 0.24% | 111 |
|
|
2020
Q1 | – | Sell |
-86,001
| Closed | -$7.98M | – | 100 |
|
|
2019
Q4 | $7.98M | Buy |
+86,001
| New | +$7.98M | 3.67% | 5 |
|