CIA
Compass Ion Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
38,550
-750
| -2% | -$66.8K | 0.37% | 33 |
|
|
2025
Q1 | $3.56M | Sell |
39,300
-1,857
| -5% | -$168K | 0.42% | 33 |
|
|
2024
Q4 | $3.67M | Buy |
41,157
+4,299
| +12% | +$383K | 0.44% | 33 |
|
|
2024
Q3 | $3.59M | Buy |
36,858
+1,443
| +4% | +$141K | 0.44% | 32 |
|
|
2024
Q2 | $3.06M | Hold |
35,415
| – | – | 0.44% | 33 |
|
|
2024
Q1 | $3.06M | Buy |
35,415
+906
| +3% | +$78.4K | 0.44% | 33 |
|
|
2023
Q4 | $3.05M | Buy |
34,509
+1,642
| +5% | +$145K | 0.47% | 32 |
|
|
2023
Q3 | $2.49M | Buy |
+32,867
| New | +$2.49M | 0.43% | 33 |
|