Congress Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
377,695
+320,399
| +559% | +$28.5M | 0.33% | 68 |
|
|
2025
Q1 | $5.19M | Sell |
57,296
-18,497
| -24% | -$1.68M | 0.06% | 324 |
|
|
2024
Q4 | $6.75M | Buy |
75,793
+16,028
| +27% | +$1.43M | 0.09% | 248 |
|
|
2024
Q3 | $5.82M | Buy |
59,765
+47,276
| +379% | +$4.61M | 0.08% | 273 |
|
|
2024
Q2 | $1.05M | Buy |
12,489
+5,072
| +68% | +$425K | 0.02% | 418 |
|
|
2024
Q1 | $642K | Sell |
7,417
-6,483
| -47% | -$561K | 0.01% | 424 |
|
|
2023
Q4 | $1.23M | Buy |
13,900
+5,406
| +64% | +$478K | 0.02% | 370 |
|
|
2023
Q3 | $643K | Buy |
8,494
+3,286
| +63% | +$249K | 0.01% | 422 |
|
|
2023
Q2 | $435K | Sell |
5,208
-13,898
| -73% | -$1.16M | 0.01% | 435 |
|
|
2023
Q1 | $1.59M | Buy |
19,106
+12,251
| +179% | +$1.02M | 0.04% | 294 |
|
|
2022
Q4 | $565K | Sell |
6,855
-315
| -4% | -$26K | 0.01% | 392 |
|
|
2022
Q3 | $574K | Buy |
7,170
+280
| +4% | +$22.4K | 0.02% | 390 |
|
|
2022
Q2 | $628K | Sell |
6,890
-1,200
| -15% | -$109K | 0.02% | 379 |
|
|
2022
Q1 | $876K | Sell |
8,090
-8,190
| -50% | -$887K | 0.02% | 371 |
|
|
2021
Q4 | $1.89M | Buy |
+16,280
| New | +$1.89M | 0.04% | 311 |
|