EverSource 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
Q3 | $306K | Sell |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $8.32M | Buy |
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|
2024
Q3 | $8.63M | Buy |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $226K | Buy |
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