Dougherty Wealth Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.26M | Buy |
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|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $509K | Sell |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $419K | Buy |
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