Encompass Wealth Advisors’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
Q2 | $3.17M | Buy |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.36M | Buy |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $3.98M | Buy |
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|
2021
Q4 | $4.19M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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