Essex Financial Services’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 | $306K | Hold |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $575K | Sell |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $339K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $721K | Sell |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $972K | Buy |
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|
2018
Q1 | $517K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $679K | Buy |
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|
2017
Q1 | $569K | Sell |
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|
2016
Q4 | $805K | Buy |
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|
2016
Q3 | $780K | Sell |
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|
2016
Q2 | $809K | Buy |
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|
2016
Q1 | $508K | Sell |
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|
2015
Q4 | $524K | Buy |
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|
2015
Q3 | $490K | Sell |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $725K | Buy |
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|
2014
Q4 | $390K | Buy |
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|
2014
Q3 | $286K | Buy |
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|
2014
Q2 | $226K | Hold |
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|
2014
Q1 | $213K | Buy |
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