Compass Financial Group (South Dakota)’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
Q2 | $243K | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $283K | Buy |
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