Dogwood Wealth Management’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 | $1.1M | Sell |
12,319
-7,097
| -37% | -$633K | 0.54% | 39 |
|
|
2025
Q1 | $1.76M | Buy |
19,416
+3
| +0% | +$272 | 0.92% | 28 |
|
|
2024
Q4 | $1.73M | Buy |
19,413
+8
| +0% | +$713 | 0.91% | 29 |
|
|
2024
Q3 | $1.89M | Buy |
19,405
+9
| +0% | +$877 | 1.09% | 24 |
|
|
2024
Q2 | $1.62M | Sell |
19,396
-118
| -0.6% | -$9.88K | 1% | 26 |
|
|
2024
Q1 | $1.69M | Sell |
19,514
-511
| -3% | -$44.2K | 1.14% | 23 |
|
|
2023
Q4 | $1.77M | Buy |
+20,025
| New | +$1.77M | 1.38% | 22 |
|