Caprock Group’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
Q1 | $228K | Buy |
+2,520
| New | +$228K | 0.01% | 962 |
|
2017
Q2 | – | Sell |
-12,725
| Closed | -$1.05M | – | 471 |
|
2017
Q1 | $1.05M | Buy |
12,725
+3,708
| +41% | +$306K | 0.25% | 73 |
|
2016
Q4 | $744K | Buy |
9,017
+6,539
| +264% | +$540K | 0.19% | 111 |
|
2016
Q3 | $215K | Buy |
+2,478
| New | +$215K | 0.05% | 316 |
|