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