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