Clifford Swan Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Buy |
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|
2025
Q2 | $673K | Hold |
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|
2025
Q1 | $684K | Hold |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $793K | Hold |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $945K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $935K | Sell |
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|
2020
Q2 | $1.56M | Sell |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.87M | Hold |
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|
2019
Q2 | $1.75M | Hold |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $270K | Sell |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $385K | Hold |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $709K | Buy |
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|
2017
Q1 | $446K | Sell |
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|
2016
Q4 | $447K | Buy |
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|
2016
Q3 | $418K | Buy |
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|
2016
Q2 | $398K | Hold |
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|
2016
Q1 | $377K | Buy |
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|
2015
Q4 | $331K | Buy |
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|
2015
Q3 | $292K | Hold |
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|
2015
Q2 | $289K | Hold |
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|
2015
Q1 | $326K | Hold |
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|
2014
Q4 | $313K | Sell |
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|
2014
Q3 | $301K | Hold |
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|
2014
Q2 | $314K | Sell |
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|
2014
Q1 | $331K | Buy |
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|
2013
Q4 | $299K | Buy |
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