EP 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 | $2.39M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $3.13M | Sell |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $4.01M | Sell |
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|
2022
Q1 | $5.28M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $3.12M | Sell |
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|
2021
Q1 | $4.41M | Sell |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $5.18M | Sell |
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|
2020
Q1 | $6.65M | Sell |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $12.4M | Buy |
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|
2019
Q2 | $270K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $256K | Sell |
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|
2013
Q3 | $462K | Buy |
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