Davidson Trust Company’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Sell |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $415K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $300K | Buy |
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