Concord Wealth Partners’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 | $4.73K | Buy |
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|
2025
Q2 | $4.58K | Hold |
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|
2025
Q1 | $4.62K | Hold |
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|
2024
Q4 | $4.51K | Buy |
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|
2024
Q3 | $4.87K | Hold |
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|
2024
Q2 | $4.15K | Buy |
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|
2024
Q1 | $4.2K | Sell |
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|
2023
Q4 | $4.79K | Buy |
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|
2023
Q3 | $4.04K | Hold |
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|
2023
Q2 | $4.44K | Buy |
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|
2023
Q1 | $3.91K | Hold |
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|
2022
Q4 | $3.86K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $2K | Buy |
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