Dopkins Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
35,432
-708
| -2% | -$32.7K | 0.73% | 35 |
|
|
2025
Q1 | $1.46M | Buy |
36,140
+8,802
| +32% | +$356K | 0.74% | 30 |
|
|
2024
Q4 | $1.08M | Buy |
27,338
+20,467
| +298% | +$810K | 0.55% | 38 |
|
|
2024
Q3 | $322K | Sell |
6,871
-14,558
| -68% | -$683K | 0.26% | 41 |
|
|
2024
Q2 | $869K | Buy |
21,429
+965
| +5% | +$39.1K | 0.53% | 28 |
|
|
2024
Q1 | $862K | Buy |
20,464
+2,202
| +12% | +$92.8K | 0.52% | 26 |
|
|
2023
Q4 | $778K | Buy |
18,262
+1,951
| +12% | +$83.1K | 0.61% | 23 |
|
|
2023
Q3 | $635K | Buy |
16,311
+2,203
| +16% | +$85.8K | 0.48% | 27 |
|
|
2023
Q2 | $567K | Buy |
14,108
+1,294
| +10% | +$52K | 0.51% | 20 |
|
|
2023
Q1 | $520K | Sell |
12,814
-3,310
| -21% | -$134K | 0.49% | 20 |
|
|
2022
Q4 | $667K | Buy |
+16,124
| New | +$667K | 0.59% | 23 |
|