Elwood & Goetz Wealth Advisory Group’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 | $4.47M | Sell |
50,231
-3,190
| -6% | -$284K | 0.97% | 15 |
|
|
2025
Q1 | $4.84M | Buy |
53,421
+2,159
| +4% | +$195K | 1.18% | 14 |
|
|
2024
Q4 | $4.57M | Buy |
51,262
+11,278
| +28% | +$1M | 1.11% | 14 |
|
|
2024
Q3 | $3.9M | Sell |
39,984
-718
| -2% | -$69.9K | 0.96% | 15 |
|
|
2024
Q2 | $3.41M | Sell |
40,702
-3,093
| -7% | -$259K | 0.97% | 16 |
|
|
2024
Q1 | $3.79M | Sell |
43,795
-2,976
| -6% | -$257K | 0.92% | 20 |
|
|
2023
Q4 | $4.13M | Buy |
46,771
+307
| +0.7% | +$27.1K | 0.87% | 20 |
|
|
2023
Q3 | $3.52M | Buy |
46,464
+19,034
| +69% | +$1.44M | 0.82% | 22 |
|
|
2023
Q2 | $2.29M | Sell |
27,430
-3,610
| -12% | -$302K | 0.52% | 25 |
|
|
2023
Q1 | $2.58M | Sell |
31,040
-64,630
| -68% | -$5.37M | 0.62% | 23 |
|
|
2022
Q4 | $7.89M | Buy |
95,670
+5,823
| +6% | +$480K | 2.4% | 13 |
|
|
2022
Q3 | $7.2M | Buy |
89,847
+2,365
| +3% | +$190K | 2.43% | 13 |
|
|
2022
Q2 | $7.97M | Buy |
87,482
+8,679
| +11% | +$791K | 2.66% | 13 |
|
|
2022
Q1 | $8.54M | Buy |
78,803
+4,616
| +6% | +$500K | 2.65% | 12 |
|
|
2021
Q4 | $8.61M | Buy |
74,187
+1,931
| +3% | +$224K | 2.68% | 13 |
|
|
2021
Q3 | $7.35M | Sell |
72,256
-3,260
| -4% | -$332K | 2.54% | 12 |
|
|
2021
Q2 | $7.69M | Buy |
75,516
+2,916
| +4% | +$297K | 2.89% | 10 |
|
|
2021
Q1 | $6.67M | Buy |
72,600
+12,882
| +22% | +$1.18M | 2.77% | 11 |
|
|
2020
Q4 | $5.07M | Buy |
59,718
+2,513
| +4% | +$213K | 2.32% | 11 |
|
|
2020
Q3 | $4.52M | Buy |
57,205
+5,010
| +10% | +$396K | 2.44% | 11 |
|
|
2020
Q2 | $4.1M | Buy |
52,195
+7,287
| +16% | +$572K | 2.5% | 10 |
|
|
2020
Q1 | $3.14M | Buy |
44,908
+5,399
| +14% | +$377K | 2.34% | 10 |
|
|
2019
Q4 | $3.67M | Buy |
39,509
+1,428
| +4% | +$133K | 2.63% | 10 |
|
|
2019
Q3 | $3.55M | Buy |
38,081
+845
| +2% | +$78.8K | 2.81% | 9 |
|
|
2019
Q2 | $3.25M | Buy |
37,236
+2,254
| +6% | +$197K | 2.79% | 10 |
|
|
2019
Q1 | $3.04M | Buy |
34,982
+1,512
| +5% | +$131K | 2.79% | 10 |
|
|
2018
Q4 | $2.5M | Buy |
+33,470
| New | +$2.5M | 2.64% | 9 |
|