Cassady Schiller Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $421K | Hold |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $770K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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