Clifford Group’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
$625K Buy
7,021
+256
+4% +$22.8K 0.51% 29
2025
Q1
$613K Sell
6,765
-665
-9% -$60.2K 0.57% 29
2024
Q4
$662K Buy
7,430
+448
+6% +$39.9K 0.5% 32
2024
Q3
$680K Sell
6,982
-428
-6% -$41.7K 0.53% 32
2024
Q2
$621K Sell
7,410
-10,379
-58% -$869K 0.5% 32
2024
Q1
$1.54M Buy
17,789
+589
+3% +$50.9K 1.27% 17
2023
Q4
$1.52M Buy
17,200
+676
+4% +$59.7K 1.41% 14
2023
Q3
$1.25M Buy
16,524
+794
+5% +$60.1K 1.36% 15
2023
Q2
$1.31M Sell
15,730
-2,554
-14% -$213K 1.41% 14
2023
Q1
$1.52M Sell
18,284
-2,408
-12% -$200K 1.84% 15
2022
Q4
$1.71M Buy
+20,692
New +$1.71M 2.13% 10