Cardinal Point Capital Management’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 | $679K | Buy |
7,628
+2,220
| +41% | +$198K | 0.05% | 120 |
|
|
2025
Q1 | $490K | Sell |
5,408
-170
| -3% | -$15.4K | 0.05% | 119 |
|
|
2024
Q4 | $497K | Sell |
5,578
-1,293
| -19% | -$115K | 0.08% | 52 |
|
|
2024
Q3 | $675K | Hold |
6,871
| – | – | 0.11% | 44 |
|
|
2024
Q2 | $583K | Sell |
6,871
-858
| -11% | -$72.8K | 0.1% | 45 |
|
|
2024
Q1 | $668K | Hold |
7,729
| – | – | 0.13% | 36 |
|
|
2023
Q4 | $683K | Sell |
7,729
-1,160
| -13% | -$102K | 0.17% | 30 |
|
|
2023
Q3 | $679K | Sell |
8,889
-855
| -9% | -$65.3K | 0.18% | 34 |
|
|
2023
Q2 | $822K | Sell |
9,744
-1,268
| -12% | -$107K | 0.25% | 31 |
|
|
2023
Q1 | $914K | Sell |
11,012
-8
| -0.1% | -$664 | 0.28% | 32 |
|
|
2022
Q4 | $909K | Buy |
+11,020
| New | +$909K | 0.31% | 28 |
|