Cypress Financial Planning’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 | $22.3M | Buy |
250,590
+10,874
| +5% | +$968K | 7.28% | 6 |
|
|
2025
Q1 | $21.7M | Buy |
239,716
+11,888
| +5% | +$1.08M | 7.75% | 6 |
|
|
2024
Q4 | $20.3M | Buy |
227,828
+12,726
| +6% | +$1.13M | 7.45% | 6 |
|
|
2024
Q3 | $21M | Buy |
215,102
+65,217
| +44% | +$6.35M | 7.75% | 6 |
|
|
2024
Q2 | $12.6M | Buy |
149,885
+16,139
| +12% | +$1.35M | 5.19% | 7 |
|
|
2024
Q1 | $11.6M | Buy |
133,746
+54,970
| +70% | +$4.75M | 5.29% | 7 |
|
|
2023
Q4 | $6.84M | Sell |
78,776
-35,276
| -31% | -$3.06M | 6.21% | 6 |
|
|
2023
Q3 | $8.63M | Buy |
114,052
+8,473
| +8% | +$641K | 4.93% | 7 |
|
|
2023
Q2 | $8.91M | Buy |
105,579
+11,039
| +12% | +$931K | 5.04% | 7 |
|
|
2023
Q1 | $7.79M | Buy |
94,540
+9,982
| +12% | +$822K | 4.74% | 7 |
|
|
2022
Q4 | $6.98M | Buy |
84,558
+5,535
| +7% | +$457K | 4.66% | 7 |
|
|
2022
Q3 | $6.34M | Buy |
79,023
+6,437
| +9% | +$516K | 4.5% | 7 |
|
|
2022
Q2 | $6.61M | Buy |
+72,586
| New | +$6.61M | 4.53% | 7 |
|