Center for Financial Planning’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 | $238K | Hold |
2,671
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $242K | Hold |
2,671
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $238K | Hold |
2,671
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $260K | Sell |
2,671
-17
| -0.6% | -$1.66K | 0.04% | 132 |
|
|
2024
Q2 | $225K | Sell |
2,688
-15
| -0.6% | -$1.26K | 0.03% | 137 |
|
|
2024
Q1 | $234K | Buy |
2,703
+278
| +11% | +$24K | 0.03% | 135 |
|
|
2023
Q4 | $214K | Buy |
2,425
+971
| +67% | +$85.8K | 0.04% | 134 |
|
|
2023
Q3 | $110K | Buy |
1,454
+67
| +5% | +$5.07K | 0.02% | 160 |
|
|
2023
Q2 | $116K | Hold |
1,387
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $115K | Buy |
1,387
+40
| +3% | +$3.32K | 0.03% | 153 |
|
|
2022
Q4 | $111K | Sell |
1,347
-22
| -2% | -$1.82K | 0.03% | 152 |
|
|
2022
Q3 | $110K | Sell |
1,369
-31
| -2% | -$2.49K | 0.03% | 153 |
|
|
2022
Q2 | $128K | Hold |
1,400
| – | – | 0.03% | 147 |
|
|
2022
Q1 | $152K | Buy |
1,400
+646
| +86% | +$70.1K | 0.03% | 146 |
|
|
2021
Q4 | $87K | Buy |
754
+25
| +3% | +$2.89K | 0.02% | 184 |
|
|
2021
Q3 | $74K | Sell |
729
-13
| -2% | -$1.32K | 0.02% | 183 |
|
|
2021
Q2 | $76K | Sell |
742
-31
| -4% | -$3.18K | 0.02% | 182 |
|
|
2021
Q1 | $71K | Buy |
773
+15
| +2% | +$1.38K | 0.02% | 184 |
|
|
2020
Q4 | $64K | Hold |
758
| – | – | 0.02% | 185 |
|
|
2020
Q3 | $60K | Buy |
758
+71
| +10% | +$5.62K | 0.02% | 173 |
|
|
2020
Q2 | $54K | Sell |
687
-1,230
| -64% | -$96.7K | 0.02% | 180 |
|
|
2020
Q1 | $134K | Buy |
1,917
+1,286
| +204% | +$89.9K | 0.05% | 123 |
|
|
2019
Q4 | $59K | Buy |
+631
| New | +$59K | 0.01% | 170 |
|