Exchange Bank’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 | $383K | Sell |
4,300
-587
| -12% | -$52.3K | 0.3% | 89 |
|
|
2025
Q1 | $442K | Sell |
4,887
-317
| -6% | -$28.7K | 0.36% | 76 |
|
|
2024
Q4 | $464K | Sell |
5,204
-622
| -11% | -$55.4K | 0.37% | 75 |
|
|
2024
Q3 | $568K | Sell |
5,826
-666
| -10% | -$64.9K | 0.46% | 64 |
|
|
2024
Q2 | $544K | Sell |
6,492
-145
| -2% | -$12.1K | 0.46% | 60 |
|
|
2024
Q1 | $574K | Sell |
6,637
-123
| -2% | -$10.6K | 0.47% | 62 |
|
|
2023
Q4 | $597K | Buy |
6,760
+825
| +14% | +$72.9K | 0.52% | 54 |
|
|
2023
Q3 | $449K | Sell |
5,935
-374
| -6% | -$28.3K | 0.43% | 63 |
|
|
2023
Q2 | $527K | Buy |
+6,309
| New | +$527K | 0.51% | 56 |
|