CBIZ Investment Advisory Services’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 | $237K | Sell |
2,661
-196
| -7% | -$17.5K | 0.01% | 48 |
|
|
2025
Q1 | $259K | Buy |
2,857
+20
| +0.7% | +$1.81K | 0.01% | 45 |
|
|
2024
Q4 | $253K | Sell |
2,837
-74
| -3% | -$6.59K | 0.01% | 47 |
|
|
2024
Q3 | $286K | Buy |
2,911
+24
| +0.8% | +$2.36K | 0.01% | 41 |
|
|
2024
Q2 | $245K | Hold |
2,887
| – | – | 0.01% | 43 |
|
|
2024
Q1 | $250K | Buy |
2,887
+18
| +0.6% | +$1.56K | 0.02% | 41 |
|
|
2023
Q4 | $253K | Buy |
+2,869
| New | +$253K | 0.02% | 40 |
|