CD
Chapin Davis’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $777K | Sell |
8,723
-145
| -2% | -$12.9K | 0.21% | 102 |
|
2025
Q1 | $803K | Sell |
8,868
-38
| -0.4% | -$3.44K | 0.27% | 84 |
|
2024
Q4 | $868K | Hold |
8,906
| – | – | 0.28% | 84 |
|
2024
Q3 | $868K | Sell |
8,906
-72
| -0.8% | -$7.01K | 0.28% | 85 |
|
2024
Q2 | $752K | Sell |
8,978
-715
| -7% | -$59.9K | 0.26% | 87 |
|
2024
Q1 | $838K | Buy |
9,693
+364
| +4% | +$31.5K | 0.31% | 81 |
|
2023
Q4 | $824K | Buy |
9,329
+141
| +2% | +$12.5K | 0.35% | 75 |
|
2023
Q3 | $695K | Sell |
9,188
-86
| -0.9% | -$6.51K | 0.33% | 77 |
|
2023
Q2 | $775K | Sell |
9,274
-25
| -0.3% | -$2.09K | 0.37% | 74 |
|
2023
Q1 | $772K | Buy |
9,299
+70
| +0.8% | +$5.81K | 0.4% | 68 |
|
2022
Q4 | $761K | Buy |
+9,229
| New | +$761K | 0.44% | 64 |
|