Elevate 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 | $3.39M | Sell |
38,092
-2,966
| -7% | -$264K | 2.41% | 12 |
|
|
2025
Q1 | $3.72M | Buy |
41,058
+1,012
| +3% | +$91.6K | 2.63% | 11 |
|
|
2024
Q4 | $3.52M | Sell |
40,046
-37
| -0.1% | -$3.26K | 2.64% | 12 |
|
|
2024
Q3 | $3.94M | Buy |
40,083
+367
| +0.9% | +$36.1K | 2.92% | 11 |
|
|
2024
Q2 | $3.37M | Buy |
39,716
+4,584
| +13% | +$389K | 2.73% | 11 |
|
|
2024
Q1 | $3.04M | Buy |
35,132
+2,307
| +7% | +$200K | 2.64% | 11 |
|
|
2023
Q4 | $2.9M | Buy |
+32,825
| New | +$2.9M | 2.66% | 11 |
|