Cascade Financial 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 | $3.26M | Sell |
36,628
-3,398
| -8% | -$303K | 0.39% | 52 |
|
|
2025
Q1 | $3.62M | Sell |
40,026
-8,535
| -18% | -$773K | 0.46% | 44 |
|
|
2024
Q4 | $4.33M | Sell |
48,561
-702
| -1% | -$62.5K | 0.56% | 32 |
|
|
2024
Q3 | $4.72M | Buy |
49,263
+58
| +0.1% | +$5.55K | 0.59% | 31 |
|
|
2024
Q2 | $4.12M | Sell |
49,205
-478
| -1% | -$40K | 0.54% | 33 |
|
|
2024
Q1 | $4.06M | Buy |
+49,683
| New | +$4.06M | 0.58% | 34 |
|