Fee-Only Financial Planning’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 | $319K | Hold |
3,586
| – | – | 0.2% | 32 |
|
|
2025
Q1 | $325K | Hold |
3,586
| – | – | 0.22% | 31 |
|
|
2024
Q4 | $319K | Sell |
3,586
-400
| -10% | -$35.6K | 0.21% | 31 |
|
|
2024
Q3 | $388K | Hold |
3,986
| – | – | 0.25% | 30 |
|
|
2024
Q2 | $334K | Hold |
3,986
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $345K | Hold |
3,986
| – | – | 0.23% | 33 |
|
|
2023
Q4 | $352K | Sell |
3,986
-350
| -8% | -$30.9K | 0.25% | 29 |
|
|
2023
Q3 | $328K | Hold |
4,336
| – | – | 0.26% | 30 |
|
|
2023
Q2 | $362K | Hold |
4,336
| – | – | 0.28% | 30 |
|
|
2023
Q1 | $360K | Buy |
4,336
+3
| +0.1% | +$249 | 0.29% | 28 |
|
|
2022
Q4 | $357K | Buy |
+4,333
| New | +$357K | 0.3% | 30 |
|