Fiduciary Family Office’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 | – | Sell |
-5,991
| Closed | -$542K | – | 204 |
|
2025
Q1 | $542K | Buy |
+5,991
| New | +$542K | 0.18% | 115 |
|
2024
Q4 | – | Sell |
-7,349
| Closed | -$716K | – | 232 |
|
2024
Q3 | $716K | Hold |
7,349
| – | – | 0.24% | 89 |
|
2024
Q2 | $616K | Sell |
7,349
-742
| -9% | -$62.2K | 0.24% | 107 |
|
2024
Q1 | $700K | Sell |
8,091
-1,215
| -13% | -$105K | 0.27% | 102 |
|
2023
Q4 | $822K | Buy |
+9,306
| New | +$822K | 0.36% | 57 |
|