EP
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Essential Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Essential Planning’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-66,886
Closed -$6.32M – 290
2024
Q4 		$6.32M Buy
66,886
+64,628
+2,862% +$6.11M 0.04% 103
2024
Q3 		$220K Buy
+2,258
New +$220K 0.09% 77