Daymark Wealth Partners’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
Q1 | – | Sell |
-7,852
| Closed | -$699K | – | 528 |
|
|
2024
Q4 | $699K | Sell |
7,852
-379
| -5% | -$33.8K | 0.03% | 282 |
|
|
2024
Q3 | $802K | Buy |
8,231
+48
| +0.6% | +$4.68K | 0.03% | 274 |
|
|
2024
Q2 | $685K | Buy |
8,183
+1,626
| +25% | +$136K | 0.03% | 289 |
|
|
2024
Q1 | $567K | Sell |
6,557
-526
| -7% | -$45.5K | 0.03% | 255 |
|
|
2023
Q4 | $626K | Buy |
7,083
+136
| +2% | +$12K | 0.04% | 231 |
|
|
2023
Q3 | $526K | Buy |
+6,947
| New | +$526K | 0.04% | 234 |
|