Certified Advisory Corp’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 | $531K | Buy |
5,961
+291
| +5% | +$25.9K | 0.06% | 196 |
|
|
2025
Q1 | $513K | Sell |
5,670
-861
| -13% | -$78K | 0.06% | 188 |
|
|
2024
Q4 | $582K | Sell |
6,531
-661
| -9% | -$58.9K | 0.06% | 181 |
|
|
2024
Q3 | $701K | Sell |
7,192
-16,901
| -70% | -$1.65M | 0.08% | 167 |
|
|
2024
Q2 | $2.02M | Sell |
24,093
-18,573
| -44% | -$1.56M | 0.25% | 100 |
|
|
2024
Q1 | $3.69M | Sell |
42,666
-1,417
| -3% | -$123K | 0.51% | 63 |
|
|
2023
Q4 | $3.9M | Sell |
44,083
-8,770
| -17% | -$775K | 0.59% | 56 |
|
|
2023
Q3 | $3.64M | Buy |
52,853
+6,110
| +13% | +$420K | 0.67% | 48 |
|
|
2023
Q2 | $3.91M | Buy |
46,743
+102
| +0.2% | +$8.52K | 0.72% | 42 |
|
|
2023
Q1 | $3.87M | Sell |
46,641
-6,794
| -13% | -$564K | 0.69% | 38 |
|
|
2022
Q4 | $4.41M | Sell |
53,435
-511
| -0.9% | -$42.1K | 0.87% | 27 |
|
|
2022
Q3 | $4.33M | Buy |
53,946
+2,245
| +4% | +$180K | 0.99% | 26 |
|
|
2022
Q2 | $4.71M | Sell |
51,701
-9,488
| -16% | -$864K | 1.05% | 25 |
|
|
2022
Q1 | $6.63M | Buy |
61,189
+8,860
| +17% | +$960K | 1.41% | 14 |
|
|
2021
Q4 | $6.07M | Buy |
52,329
+4,853
| +10% | +$563K | 1.34% | 14 |
|
|
2021
Q3 | $4.83M | Buy |
47,476
+6,566
| +16% | +$668K | 1.17% | 21 |
|
|
2021
Q2 | $4.16M | Buy |
40,910
+6,778
| +20% | +$690K | 1.05% | 23 |
|
|
2021
Q1 | $3.14M | Buy |
+34,132
| New | +$3.14M | 0.81% | 29 |
|
|
2020
Q2 | $2.46M | Sell |
31,292
-18,677
| -37% | -$1.47M | 0.81% | 28 |
|
|
2020
Q1 | $3.49M | Buy |
49,969
+1,205
| +2% | +$84.2K | 1.38% | 14 |
|
|
2019
Q4 | $4.53M | Buy |
48,764
+1,603
| +3% | +$149K | 1.45% | 14 |
|
|
2019
Q3 | $4.4M | Buy |
47,161
+35
| +0.1% | +$3.26K | 1.53% | 14 |
|
|
2019
Q2 | $4.12M | Buy |
47,126
+5,886
| +14% | +$514K | 1.53% | 14 |
|
|
2019
Q1 | $3.58M | Sell |
41,240
-3,482
| -8% | -$303K | 1.51% | 14 |
|
|
2018
Q4 | $3.34M | Sell |
44,722
-3,261
| -7% | -$243K | 1.73% | 12 |
|
|
2018
Q3 | $3.87M | Sell |
47,983
-1,843
| -4% | -$149K | 1.79% | 12 |
|
|
2018
Q2 | $4.06M | Sell |
49,826
-2,903
| -6% | -$236K | 2.26% | 7 |
|
|
2018
Q1 | $3.98M | Sell |
52,729
-10,796
| -17% | -$815K | 2.36% | 6 |
|
|
2017
Q4 | $5.27M | Buy |
+63,525
| New | +$5.27M | 3.79% | 2 |
|