CVA Family Office’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 | $819K | Buy |
9,199
+133
| +1% | +$11.8K | 0.12% | 112 |
|
|
2025
Q1 | $821K | Buy |
9,066
+1,131
| +14% | +$102K | 0.13% | 113 |
|
|
2024
Q4 | $707K | Buy |
7,935
+11
| +0.1% | +$980 | 0.11% | 120 |
|
|
2024
Q3 | $772K | Sell |
7,924
-234
| -3% | -$22.8K | 0.13% | 113 |
|
|
2024
Q2 | $683K | Buy |
8,158
+309
| +4% | +$25.9K | 0.12% | 113 |
|
|
2024
Q1 | $679K | Buy |
7,849
+37
| +0.5% | +$3.2K | 0.12% | 115 |
|
|
2023
Q4 | $690K | Sell |
7,812
-1,122
| -13% | -$99.1K | 0.13% | 108 |
|
|
2023
Q3 | $676K | Sell |
8,934
-2,407
| -21% | -$182K | 0.15% | 103 |
|
|
2023
Q2 | $948K | Sell |
11,341
-705
| -6% | -$58.9K | 0.2% | 80 |
|
|
2023
Q1 | $1M | Buy |
12,046
+1,440
| +14% | +$120K | 0.22% | 74 |
|
|
2022
Q4 | $875K | Buy |
10,606
+351
| +3% | +$29K | 0.21% | 77 |
|
|
2022
Q3 | $822K | Sell |
10,255
-479
| -4% | -$38.4K | 0.22% | 78 |
|
|
2022
Q2 | $978K | Buy |
10,734
+486
| +5% | +$44.3K | 0.27% | 62 |
|
|
2022
Q1 | $1.11M | Buy |
10,248
+1,892
| +23% | +$205K | 0.27% | 61 |
|
|
2021
Q4 | $969K | Sell |
8,356
-1,372
| -14% | -$159K | 0.24% | 66 |
|
|
2021
Q3 | $768K | Buy |
9,728
+2,122
| +28% | +$168K | 0.55% | 38 |
|
|
2021
Q2 | $774K | Hold |
7,606
| – | – | 0.22% | 69 |
|
|
2021
Q1 | $699K | Sell |
7,606
-1,365
| -15% | -$125K | 0.27% | 55 |
|
|
2020
Q4 | $762K | Sell |
8,971
-757
| -8% | -$64.3K | 0.47% | 42 |
|
|
2020
Q3 | $768K | Sell |
9,728
-695
| -7% | -$54.9K | 0.55% | 38 |
|
|
2020
Q2 | $818K | Buy |
10,423
+375
| +4% | +$29.4K | 0.67% | 34 |
|
|
2020
Q1 | $702K | Buy |
10,048
+473
| +5% | +$33K | 0.71% | 33 |
|
|
2019
Q4 | $888K | Buy |
+9,575
| New | +$888K | 0.82% | 29 |
|