Family CFO’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 | $1.8M | Buy |
20,180
+58
| +0.3% | +$5.17K | 0.9% | 20 |
|
|
2025
Q1 | $1.82M | Sell |
20,122
-269
| -1% | -$24.4K | 1% | 20 |
|
|
2024
Q4 | $1.82M | Sell |
20,391
-16
| -0.1% | -$1.43K | 1% | 17 |
|
|
2024
Q3 | $1.99M | Sell |
20,407
-191
| -0.9% | -$18.6K | 1.12% | 16 |
|
|
2024
Q2 | $1.73M | Buy |
20,598
+681
| +3% | +$57K | 1.06% | 18 |
|
|
2024
Q1 | $1.72M | Buy |
19,917
+72
| +0.4% | +$6.23K | 1.07% | 18 |
|
|
2023
Q4 | $1.75M | Buy |
19,845
+736
| +4% | +$65K | 1.13% | 16 |
|
|
2023
Q3 | $1.45M | Buy |
19,109
+759
| +4% | +$57.4K | 1.04% | 18 |
|
|
2023
Q2 | $1.53M | Buy |
18,350
+934
| +5% | +$78K | 1.08% | 16 |
|
|
2023
Q1 | $1.45M | Buy |
17,416
+3,276
| +23% | +$272K | 1.1% | 14 |
|
|
2022
Q4 | $1.17M | Buy |
14,140
+1,387
| +11% | +$114K | 1.05% | 16 |
|
|
2022
Q3 | $1.02M | Hold |
12,753
| – | – | 1.08% | 15 |
|
|
2022
Q2 | $1.16M | Buy |
12,753
+1,368
| +12% | +$125K | 1.27% | 16 |
|
|
2022
Q1 | $1.23M | Sell |
11,385
-173
| -1% | -$18.8K | 1.25% | 15 |
|
|
2021
Q4 | $1.34M | Buy |
+11,558
| New | +$1.34M | 1.29% | 15 |
|