Financial Advocates Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Advocates Investment Management’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$909K	Sell	10,204 -527	-5%	-$46.9K	0.07%	245
2025 Q1	$972K	Buy	10,731 +149	+1%	+$13.5K	0.07%	285
2024 Q4	$943K	Buy	10,582 +2,210	+26%	+$197K	0.05%	314
2024 Q3	$981K	Sell	8,372 -1,197	-13%	-$140K	0.06%	312
2024 Q2	$801K	Sell	9,569 -89	-0.9%	-$7.45K	0.05%	336
2024 Q1	$937K	Sell	9,658 -1,413	-13%	-$137K	0.05%	321
2023 Q4	$978K	Sell	11,071 -2,373	-18%	-$210K	0.06%	293
2023 Q3	$1.14M	Sell	13,444 -1,689	-11%	-$143K	0.08%	245
2023 Q2	$1.26M	Sell	15,133 -5,750	-28%	-$480K	0.09%	225
2023 Q1	$1.73M	Sell	20,883 -3,850	-16%	-$320K	0.12%	186
2022 Q4	$2.04M	Buy	24,733 +3,558	+17%	+$293K	0.15%	157
2022 Q3	$1.71M	Sell	21,175 -3,292	-13%	-$266K	0.14%	166
2022 Q2	$2.23M	Sell	24,467 -892	-4%	-$81.3K	0.18%	139
2022 Q1	$2.75M	Buy	25,359 +1,490	+6%	+$162K	0.18%	133
2021 Q4	$2.74M	Sell	23,869 -3,088	-11%	-$354K	0.17%	135
2021 Q3	$2.74M	Buy	26,957 +1,901	+8%	+$194K	0.19%	131
2021 Q2	$2.51M	Buy	+25,056	New	+$2.51M	0.17%	141
2021 Q1	–	Sell	-23,181	Closed	-$1.99M	–	793
2020 Q4	$1.99M	Sell	23,181 -5,009	-18%	-$430K	0.14%	175
2020 Q3	$2.23M	Sell	28,190 -6,303	-18%	-$498K	0.19%	108
2020 Q2	$2.72M	Buy	34,493 +6,169	+22%	+$487K	0.26%	93
2020 Q1	$1.98M	Sell	28,324 -27,208	-49%	-$1.9M	0.28%	89
2019 Q4	$5.15M	Buy	55,532 +6,496	+13%	+$603K	0.55%	35
2019 Q3	$4.57M	Sell	49,036 -3,327	-6%	-$310K	0.52%	45
2019 Q2	$4.58M	Buy	52,363 +4,691	+10%	+$410K	0.53%	44
2019 Q1	$4.14M	Buy	47,672 +16,022	+51%	+$1.39M	0.52%	49
2018 Q4	$2.36M	Sell	31,650 -513	-2%	-$38.3K	0.32%	89
2018 Q3	$2.6M	Sell	32,163 -21,252	-40%	-$1.71M	0.29%	88
2018 Q2	$4.33M	Buy	53,415 +1,293	+2%	+$105K	0.52%	46
2018 Q1	$3.93M	Sell	52,122 -4,981	-9%	-$376K	0.51%	48
2017 Q4	$4.74M	Buy	+57,103	New	+$4.74M	0.65%	34