CFP
Curran Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+12,521
| New | +$1.12M | 0.25% | 56 |
|
|
2024
Q4 | – | Sell |
-11,620
| Closed | -$1.13M | – | 100 |
|
|
2024
Q3 | $1.13M | Buy |
+11,620
| New | +$1.13M | 0.32% | 49 |
|
|
2024
Q2 | – | Sell |
-11,745
| Closed | -$1.02M | – | 86 |
|
|
2024
Q1 | $1.02M | Sell |
11,745
-85
| -0.7% | -$7.35K | 0.35% | 50 |
|
|
2023
Q4 | $995K | Buy |
+11,830
| New | +$995K | 0.38% | 46 |
|
|
2023
Q3 | – | Sell |
-12,849
| Closed | -$1.07M | – | 84 |
|
|
2023
Q2 | $1.07M | Buy |
+12,849
| New | +$1.07M | 0.47% | 41 |
|
|
2023
Q1 | – | Sell |
-15,625
| Closed | -$1.29M | – | 75 |
|
|
2022
Q4 | $1.29M | Buy |
+15,625
| New | +$1.29M | 0.62% | 34 |
|
|
2022
Q2 | – | Sell |
-21,067
| Closed | -$2.28M | – | 74 |
|
|
2022
Q1 | $2.28M | Buy |
21,067
+300
| +1% | +$32.5K | 0.94% | 30 |
|
|
2021
Q4 | $2.41M | Buy |
20,767
+730
| +4% | +$84.7K | 1.02% | 23 |
|
|
2021
Q3 | $2.06M | Buy |
20,037
+1,790
| +10% | +$184K | 1.05% | 25 |
|
|
2021
Q2 | $1.86M | Buy |
18,247
+2,904
| +19% | +$296K | 1.02% | 28 |
|
|
2021
Q1 | $1.41M | Buy |
15,343
+2,567
| +20% | +$236K | 1.01% | 27 |
|
|
2020
Q4 | $1.09M | Buy |
+12,776
| New | +$1.09M | 0.93% | 28 |
|