Delap Wealth Advisory’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 | – | Sell |
-2,471
| Closed | -$224K | – | 87 |
|
|
2025
Q1 | $224K | Buy |
+2,471
| New | +$224K | 0.12% | 73 |
|
|
2024
Q1 | – | Sell |
-3,140
| Closed | -$277K | – | 272 |
|
|
2023
Q4 | $277K | Buy |
3,140
+47
| +2% | +$4.15K | 0.13% | 72 |
|
|
2023
Q3 | $234K | Buy |
3,093
+76
| +3% | +$5.75K | 0.23% | 45 |
|
|
2023
Q2 | $252K | Buy |
3,017
+608
| +25% | +$50.8K | 0.25% | 37 |
|
|
2023
Q1 | $200K | Sell |
2,409
-2,902
| -55% | -$241K | 0.21% | 57 |
|
|
2022
Q4 | $438K | Buy |
+5,311
| New | +$438K | 0.46% | 37 |
|