Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.2M | Buy |
182,211
+44,000
| +32% | +$4.03M | 0.3% | 46 |
|
|
2025
Q4 | $12.2M | Buy |
138,211
+44,687
| +48% | +$4.02M | 0.24% | 53 |
|
|
2025
Q3 | $8.55M | Buy |
93,524
+6,126
| +7% | +$556K | 0.18% | 60 |
|
|
2025
Q2 | $7.78M | Buy |
87,398
+8,625
| +11% | +$761K | 0.18% | 57 |
|
|
2025
Q1 | $7.13M | Buy |
78,773
+37,047
| +89% | +$3.36M | 0.19% | 54 |
|
|
2024
Q4 | $3.72M | Sell |
41,726
-15,520
| -27% | -$1.47M | 0.1% | 89 |
|
|
2024
Q3 | $5.62M | Buy |
+57,246
| New | +$5.27M | 0.15% | 68 |
|
|
2024
Q2 | – | Sell |
-51,280
| Closed | -$4.43M | – | 383 |
|
|
2024
Q1 | $4.43M | Buy |
+51,280
| New | +$4.38M | 0.13% | 75 |
|
|
2023
Q4 | – | Sell |
-41,988
| Closed | -$3.21M | – | 353 |
|
|
2023
Q3 | $3.21M | Sell |
41,988
-715
| -2% | -$59K | 0.11% | 88 |
|
|
2023
Q2 | $3.61M | Sell |
42,703
-18,940
| -31% | -$1.55M | 0.13% | 81 |
|
|
2023
Q1 | $5.12M | Sell |
61,643
-1,064
| -2% | -$91.4K | 0.19% | 56 |
|
|
2022
Q4 | $5.17M | Sell |
62,707
-1,728
| -3% | -$143K | 0.19% | 61 |
|
|
2022
Q3 | $5.17M | Sell |
64,435
-476
| -0.7% | -$44.5K | 0.21% | 52 |
|
|
2022
Q2 | $5.91M | Buy |
64,911
+70
| +0.1% | +$6.98K | 0.22% | 53 |
|
|
2022
Q1 | $7.03M | Buy |
64,841
+3,399
| +6% | +$360K | 0.23% | 54 |
|
|
2021
Q4 | $7.13M | Buy |
61,442
+184
| +0.3% | +$20.1K | 0.22% | 56 |
|
|
2021
Q3 | $6.23M | Buy |
61,258
+8,630
| +16% | +$915K | 0.23% | 55 |
|
|
2021
Q2 | $5.36M | Buy |
52,628
+13,829
| +36% | +$1.37M | 0.2% | 64 |
|
|
2021
Q1 | $3.56M | Buy |
38,799
+10,163
| +35% | +$893K | 0.16% | 83 |
|
|
2020
Q4 | $2.43M | Buy |
28,636
+15,761
| +122% | +$1.31M | 0.16% | 42 |
|
|
2020
Q3 | $1.02M | Sell |
12,875
-47,333
| -79% | -$3.8M | 0.08% | 83 |
|
|
2020
Q2 | $4.73M | Sell |
60,208
-4,246
| -7% | -$322K | 0.46% | 25 |
|
|
2020
Q1 | $4.5M | Buy |
+64,454
| New | +$5.66M | 0.64% | 24 |
|
|
2019
Q4 | – | Sell |
-71,014
| Closed | -$6.62M | – | 1474 |
|
|
2019
Q3 | $6.62M | Buy |
+71,014
| New | +$6.45M | 0.81% | 19 |
|
Other funds holding VNQ
