DI
Disciplined Investments’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
47,121
-111
| -0.2% | -$9.89K | 1.78% | 17 |
|
|
2025
Q1 | $4.28M | Sell |
47,232
-727
| -2% | -$65.8K | 1.96% | 15 |
|
|
2024
Q4 | $4.27M | Sell |
47,959
-419
| -0.9% | -$37.3K | 2.11% | 15 |
|
|
2024
Q3 | $4.71M | Sell |
48,378
-770
| -2% | -$75K | 2.33% | 13 |
|
|
2024
Q2 | $4.12M | Sell |
49,148
-621
| -1% | -$52K | 2.19% | 14 |
|
|
2024
Q1 | $4.3M | Buy |
49,769
+1,142
| +2% | +$98.8K | 2.35% | 12 |
|
|
2023
Q4 | $4.3M | Sell |
48,627
-3,053
| -6% | -$270K | 2.52% | 12 |
|
|
2023
Q3 | $3.91M | Sell |
51,680
-1,193
| -2% | -$90.3K | 2.38% | 12 |
|
|
2023
Q2 | $4.42M | Sell |
52,873
-19,399
| -27% | -$1.62M | 2.36% | 10 |
|
|
2023
Q1 | $6M | Sell |
72,272
-678
| -0.9% | -$56.3K | 2.53% | 6 |
|
|
2022
Q4 | $6.02M | Buy |
72,950
+1,579
| +2% | +$130K | 2.94% | 5 |
|
|
2022
Q3 | $5.72M | Buy |
71,371
+559
| +0.8% | +$44.8K | 2.63% | 5 |
|
|
2022
Q2 | $6.45M | Buy |
70,812
+464
| +0.7% | +$42.3K | 2.92% | 5 |
|
|
2022
Q1 | $7.62M | Buy |
70,348
+3,218
| +5% | +$349K | 3.15% | 4 |
|
|
2021
Q4 | $7.79M | Sell |
67,130
-756
| -1% | -$87.7K | 3.43% | 4 |
|
|
2021
Q3 | $6.91M | Sell |
67,886
-1,366
| -2% | -$139K | 3.35% | 4 |
|
|
2021
Q2 | $7.05M | Sell |
69,252
-357
| -0.5% | -$36.3K | 3.62% | 3 |
|
|
2021
Q1 | $6.39M | Sell |
69,609
-1,606
| -2% | -$148K | 3.76% | 3 |
|
|
2020
Q4 | $6.05M | Buy |
71,215
+1,700
| +2% | +$144K | 4.04% | 3 |
|
|
2020
Q3 | $5.49M | Buy |
69,515
+3,635
| +6% | +$287K | 4.05% | 3 |
|
|
2020
Q2 | $5.17M | Buy |
65,880
+1,247
| +2% | +$97.9K | 4.03% | 3 |
|
|
2020
Q1 | $4.52M | Buy |
64,633
+4,841
| +8% | +$338K | 4.3% | 3 |
|
|
2019
Q4 | $5.55M | Buy |
+59,792
| New | +$5.55M | 4.68% | 3 |
|