Coppell Advisory Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
3,389
-157
-4% -$13.9K 0.04% 299
2025
Q1
$312K Buy
3,546
+27
+0.8% +$2.38K 0.04% 258
2024
Q4
$311K Buy
3,519
+532
+18% +$47K 0.04% 212
2024
Q3
$289K Buy
2,987
+730
+32% +$70.6K 0.04% 224
2024
Q2
$189K Buy
+2,257
New +$189K 0.03% 267
2023
Q4
$84.8K Buy
960
+297
+45% +$26.2K 0.02% 390
2023
Q3
$54.7K Sell
663
-27
-4% -$2.23K 0.02% 283
2023
Q2
$57.3K Buy
+690
New +$57.3K 0.02% 326
2023
Q1
Sell
-663
Closed -$54.7K 1058
2022
Q4
$54.7K Buy
+663
New +$54.7K 0.02% 286