Family Wealth Partners’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 | $2.85M | Buy |
31,995
+3,938
| +14% | +$351K | 1.14% | 21 |
|
|
2025
Q1 | $2.54M | Buy |
28,057
+2,633
| +10% | +$238K | 1.16% | 22 |
|
|
2024
Q4 | $2.26M | Buy |
25,424
+1,380
| +6% | +$123K | 1.08% | 22 |
|
|
2024
Q3 | $2.34M | Buy |
24,044
+545
| +2% | +$53.1K | 1.2% | 24 |
|
|
2024
Q2 | $1.97M | Buy |
23,499
+1,779
| +8% | +$149K | 1.02% | 25 |
|
|
2024
Q1 | $1.88M | Sell |
21,720
-2,001
| -8% | -$173K | 1.06% | 26 |
|
|
2023
Q4 | $2.1M | Buy |
+23,721
| New | +$2.1M | 1.62% | 24 |
|