Elevation Wealth Partners’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 | $553K | Buy |
6,211
+561
| +10% | +$50K | 0.22% | 68 |
|
|
2025
Q1 | $511K | Buy |
5,650
+91
| +2% | +$8.23K | 0.22% | 67 |
|
|
2024
Q4 | $495K | Buy |
5,559
+109
| +2% | +$9.71K | 0.21% | 69 |
|
|
2024
Q3 | $531K | Buy |
5,450
+48
| +0.9% | +$4.68K | 0.23% | 70 |
|
|
2024
Q2 | $453K | Sell |
5,402
-185
| -3% | -$15.5K | 0.21% | 74 |
|
|
2024
Q1 | $484K | Sell |
5,587
-61
| -1% | -$5.28K | 0.24% | 69 |
|
|
2023
Q4 | $432K | Sell |
5,648
-12
| -0.2% | -$919 | 0.26% | 68 |
|
|
2023
Q3 | $428K | Buy |
5,660
+166
| +3% | +$12.6K | 0.37% | 36 |
|
|
2023
Q2 | $473K | Sell |
5,494
-88
| -2% | -$7.58K | 0.4% | 34 |
|
|
2023
Q1 | $464K | Buy |
+5,582
| New | +$464K | 0.42% | 35 |
|