Ellis Investment Partners’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 | $1.03M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $947K | Hold |
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|
2023
Q1 | $942K | Sell |
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|
2022
Q4 | $989K | Buy |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $920K | Sell |
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|
2020
Q2 | $962K | Buy |
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|
2020
Q1 | $778K | Buy |
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|
2019
Q4 | $958K | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $953K | Sell |
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|
2018
Q4 | $846K | Buy |
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