Fidato Wealth’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 | $726K | Sell |
8,152
-56
| -0.7% | -$4.99K | 0.52% | 8 |
|
|
2025
Q1 | $743K | Sell |
8,208
-66
| -0.8% | -$5.98K | 0.57% | 9 |
|
|
2024
Q4 | $737K | Buy |
8,274
+64
| +0.8% | +$5.7K | 0.55% | 10 |
|
|
2024
Q3 | $800K | Sell |
8,210
-165
| -2% | -$16.1K | 0.64% | 8 |
|
|
2024
Q2 | $702K | Sell |
8,375
-228
| -3% | -$19.1K | 0.62% | 8 |
|
|
2024
Q1 | $744K | Sell |
8,603
-299
| -3% | -$25.9K | 0.67% | 7 |
|
|
2023
Q4 | $787K | Buy |
+8,902
| New | +$787K | 0.75% | 7 |
|
|
2022
Q4 | $6.94M | Buy |
84,130
+2,979
| +4% | +$246K | 8.71% | 3 |
|
|
2022
Q3 | $6.5M | Buy |
81,151
+1,750
| +2% | +$140K | 8.89% | 4 |
|
|
2022
Q2 | $7.23M | Sell |
79,401
-566
| -0.7% | -$51.5K | 9.44% | 3 |
|
|
2022
Q1 | $8.67M | Buy |
79,967
+1,557
| +2% | +$169K | 9.45% | 3 |
|
|
2021
Q4 | $9.1M | Buy |
+78,410
| New | +$9.1M | 9.68% | 3 |
|