Cornerstone Planning Group’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
$27.2K Buy
302
+3
+1% +$270 0.01% 357
2025
Q1
$26K Buy
299
+2
+0.7% +$174 0.01% 357
2024
Q4
$27.3K Buy
297
+3
+1% +$275 0.01% 265
2024
Q3
$28K Buy
294
+1
+0.3% +$95 0.01% 253
2024
Q2
$25.9K Buy
293
+4
+1% +$354 0.01% 283
2024
Q1
$23.5K Sell
289
-2
-0.7% -$163 0.01% 273
2023
Q4
$25.7K Sell
291
-380
-57% -$33.6K 0.01% 285
2023
Q3
$50.8K Buy
671
+380
+131% +$28.8K 0.02% 181
2023
Q2
$24.3K Buy
+291
New +$24.3K 0.01% 391
2022
Q4
$25.2K Buy
+291
New +$25.2K 0.01% 391