Financial Alternatives’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
$5.42M Buy
60,888
+1,869
+3% +$166K 3.53% 7
2025
Q1
$5.34M Buy
59,019
+1,904
+3% +$172K 3.81% 7
2024
Q4
$5.09M Buy
57,115
+133
+0.2% +$11.8K 3.59% 8
2024
Q3
$5.55M Sell
56,982
-86
-0.2% -$8.38K 3.91% 7
2024
Q2
$4.78M Buy
57,068
+3,133
+6% +$262K 3.59% 8
2024
Q1
$4.66M Buy
53,935
+2,400
+5% +$208K 3.61% 8
2023
Q4
$4.55M Buy
51,535
+1,966
+4% +$174K 3.85% 8
2023
Q3
$3.75M Buy
49,569
+1,976
+4% +$150K 3.47% 8
2023
Q2
$3.98M Buy
47,593
+2,853
+6% +$238K 3.6% 8
2023
Q1
$3.72M Sell
44,740
-505
-1% -$41.9K 3.56% 9
2022
Q4
$3.73M Buy
+45,245
New +$3.73M 3.71% 8