Cherrydale Wealth Management’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 | $3.98M | Buy |
44,693
+886
| +2% | +$78.9K | 1.38% | 11 |
|
|
2025
Q1 | $3.97M | Sell |
43,807
-3,280
| -7% | -$297K | 1.57% | 11 |
|
|
2024
Q4 | $4.19M | Buy |
47,087
+2,304
| +5% | +$205K | 1.62% | 11 |
|
|
2024
Q3 | $4.36M | Buy |
44,783
+133
| +0.3% | +$13K | 1.78% | 10 |
|
|
2024
Q2 | $3.74M | Sell |
44,650
-1,320
| -3% | -$111K | 1.64% | 10 |
|
|
2024
Q1 | $3.98M | Sell |
45,970
-1,616
| -3% | -$140K | 1.86% | 10 |
|
|
2023
Q4 | $4.2M | Buy |
47,586
+2,134
| +5% | +$189K | 2.19% | 8 |
|
|
2023
Q3 | $3.44M | Buy |
45,452
+14,656
| +48% | +$1.11M | 2.05% | 10 |
|
|
2023
Q2 | $2.57M | Buy |
30,796
+11,932
| +63% | +$997K | 1.8% | 10 |
|
|
2023
Q1 | $1.57M | Sell |
18,864
-259
| -1% | -$21.5K | 1.19% | 11 |
|
|
2022
Q4 | $1.58M | Buy |
19,123
+4,679
| +32% | +$386K | 1.31% | 10 |
|
|
2022
Q3 | $1.16M | Buy |
+14,444
| New | +$1.16M | 1.07% | 12 |
|