Concord Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97 | Hold |
2
| – | – | ﹤0.01% | 835 |
|
|
2025
Q1 | $85 | Hold |
2
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $83 | Hold |
2
| – | – | ﹤0.01% | 906 |
|
|
2024
Q3 | $94 | Hold |
2
| – | – | ﹤0.01% | 938 |
|
|
2024
Q2 | $81 | Buy |
+2
| New | +$81 | ﹤0.01% | 813 |
|
|
2023
Q4 | – | Sell |
-495
| Closed | -$19.3K | – | 1030 |
|
|
2023
Q3 | $19.3K | Hold |
495
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $19.9K | Hold |
495
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $20.1K | Hold |
495
| – | – | 0.01% | 494 |
|
|
2022
Q4 | $20.5K | Buy |
+495
| New | +$20.5K | 0.01% | 525 |
|
|
2022
Q3 | – | Sell |
-589
| Closed | -$26K | – | 1119 |
|
|
2022
Q2 | $26K | Hold |
589
| – | – | 0.01% | 491 |
|
|
2022
Q1 | $31K | Buy |
589
+480
| +440% | +$25.3K | 0.01% | 535 |
|
|
2021
Q4 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 915 |
|