Fiduciary Alliance’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
2023
Q4
Sell
-31,184
Closed -$2.36M 194
2023
Q3
$2.36M Buy
31,184
+1,730
+6% +$131K 0.55% 49
2023
Q2
$2.46M Buy
29,454
+2,405
+9% +$201K 0.53% 49
2023
Q1
$2.25M Buy
27,049
+735
+3% +$61K 0.56% 48
2022
Q4
$2.17M Buy
+26,314
New +$2.17M 0.56% 53