Cassaday & Co Wealth 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 | $4.92M | Buy |
55,202
+20,912
| +61% | +$1.86M | 0.12% | 45 |
|
|
2025
Q1 | $3.1M | Sell |
34,290
-3,852
| -10% | -$349K | 0.09% | 50 |
|
|
2024
Q4 | $3.4M | Buy |
38,142
+20,316
| +114% | +$1.81M | 0.09% | 47 |
|
|
2024
Q3 | $1.74M | Sell |
17,826
-60
| -0.3% | -$5.85K | 0.05% | 80 |
|
|
2024
Q2 | $1.5M | Buy |
17,886
+2,879
| +19% | +$241K | 0.05% | 81 |
|
|
2024
Q1 | $1.3M | Sell |
15,007
-375
| -2% | -$32.4K | 0.04% | 85 |
|
|
2023
Q4 | $1.36M | Buy |
+15,382
| New | +$1.36M | 0.05% | 82 |
|