Concurrent Investment 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 | $1.38M | Buy |
15,440
+2,890
| +23% | +$257K | 0.03% | 516 |
|
|
2025
Q1 | $1.14M | Buy |
12,550
+355
| +3% | +$32.1K | 0.03% | 507 |
|
|
2024
Q4 | $1.09M | Buy |
12,195
+228
| +2% | +$20.3K | 0.03% | 466 |
|
|
2024
Q3 | $1.17M | Buy |
11,967
+1,956
| +20% | +$191K | 0.03% | 425 |
|
|
2024
Q2 | $839K | Buy |
10,011
+297
| +3% | +$24.9K | 0.03% | 468 |
|
|
2024
Q1 | $840K | Sell |
9,714
-184
| -2% | -$15.9K | 0.03% | 408 |
|
|
2023
Q4 | $875K | Buy |
+9,898
| New | +$875K | 0.04% | 354 |
|