Congress Wealth Management’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 | $33.6M | Buy |
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|
2025
Q1 | $5.19M | Sell |
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|
2024
Q4 | $6.75M | Buy |
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|
2024
Q3 | $5.82M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $1.89M | Buy |
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