Copperwynd Financial’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 | $2.99M | Buy |
+33,624
| New | +$2.99M | 0.75% | 30 |
|
|
2025
Q1 | – | Sell |
-28,844
| Closed | -$2.57M | – | 156 |
|
|
2024
Q4 | $2.57M | Buy |
28,844
+2,175
| +8% | +$194K | 0.71% | 29 |
|
|
2024
Q3 | $2.6M | Buy |
+26,669
| New | +$2.6M | 0.78% | 22 |
|
|
2024
Q2 | – | Sell |
-24,021
| Closed | -$2.08M | – | 155 |
|
|
2024
Q1 | $2.08M | Buy |
+24,021
| New | +$2.08M | 0.75% | 23 |
|
|
2022
Q2 | – | Sell |
-14,473
| Closed | -$1.57M | – | 134 |
|
|
2022
Q1 | $1.57M | Buy |
14,473
+183
| +1% | +$19.8K | 0.65% | 32 |
|
|
2021
Q4 | $1.66M | Sell |
14,290
-291
| -2% | -$33.8K | 0.63% | 23 |
|
|
2021
Q3 | $1.48M | Buy |
+14,581
| New | +$1.48M | 0.61% | 25 |
|
|
2020
Q1 | – | Sell |
-17,218
| Closed | -$1.6M | – | 110 |
|
|
2019
Q4 | $1.6M | Sell |
17,218
-60,143
| -78% | -$5.58M | 0.85% | 30 |
|
|
2019
Q3 | $7.06M | Buy |
+77,361
| New | +$7.06M | 4.01% | 7 |
|