Everhart Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
49,357
+4,866
| +11% | +$433K | 0.51% | 30 |
|
|
2025
Q1 | $4.03M | Buy |
44,491
+5,965
| +15% | +$540K | 0.55% | 27 |
|
|
2024
Q4 | $3.43M | Buy |
38,526
+2,694
| +8% | +$240K | 0.71% | 28 |
|
|
2024
Q3 | $3.49M | Sell |
35,832
-1,108
| -3% | -$108K | 0.77% | 28 |
|
|
2024
Q2 | $3.09M | Buy |
36,940
+249
| +0.7% | +$20.9K | 0.8% | 27 |
|
|
2024
Q1 | $3.17M | Sell |
36,691
-575
| -2% | -$49.7K | 0.92% | 25 |
|
|
2023
Q4 | $3.29M | Buy |
37,266
+92
| +0.2% | +$8.13K | 1.17% | 18 |
|
|
2023
Q3 | $2.81M | Sell |
37,174
-4,854
| -12% | -$367K | 1.19% | 17 |
|
|
2023
Q2 | $3.5M | Buy |
42,028
+3,908
| +10% | +$325K | 1.45% | 15 |
|
|
2023
Q1 | $3.16M | Buy |
38,120
+1,795
| +5% | +$149K | 1.42% | 14 |
|
|
2022
Q4 | $2.99M | Buy |
36,325
+70
| +0.2% | +$5.77K | 1.5% | 16 |
|
|
2022
Q3 | $2.91M | Buy |
36,255
+4,116
| +13% | +$330K | 1.61% | 14 |
|
|
2022
Q2 | $2.93M | Sell |
32,139
-2,212
| -6% | -$202K | 1.78% | 11 |
|
|
2022
Q1 | $3.72M | Sell |
34,351
-839
| -2% | -$90.9K | 2.15% | 10 |
|
|
2021
Q4 | $4.08M | Buy |
35,190
+371
| +1% | +$43K | 2.46% | 10 |
|
|
2021
Q3 | $3.54M | Buy |
34,819
+1,737
| +5% | +$177K | 2.43% | 10 |
|
|
2021
Q2 | $3.37M | Buy |
33,082
+18,736
| +131% | +$1.91M | 2.32% | 12 |
|
|
2021
Q1 | $1.32M | Buy |
14,346
+448
| +3% | +$41.2K | 1.16% | 24 |
|
|
2020
Q4 | $1.18M | Buy |
+13,898
| New | +$1.18M | 1.09% | 23 |
|