Financial Services Advisory’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 | $841K | Sell |
9,443
-124
| -1% | -$11K | 0.41% | 31 |
|
2025
Q1 | $866K | Sell |
9,567
-409
| -4% | -$37K | 0.33% | 29 |
|
2024
Q4 | $889K | Buy |
9,976
+134
| +1% | +$11.9K | 0.21% | 40 |
|
2024
Q3 | $959K | Buy |
9,842
+417
| +4% | +$40.6K | 0.23% | 41 |
|
2024
Q2 | $789K | Buy |
9,425
+786
| +9% | +$65.8K | 0.22% | 45 |
|
2024
Q1 | $747K | Buy |
8,639
+1,898
| +28% | +$164K | 0.19% | 47 |
|
2023
Q4 | $596K | Buy |
6,741
+3,274
| +94% | +$289K | 0.17% | 49 |
|
2023
Q3 | $262K | Sell |
3,467
-256
| -7% | -$19.4K | 0.13% | 44 |
|
2023
Q2 | $311K | Buy |
3,723
+447
| +14% | +$37.4K | 0.13% | 40 |
|
2023
Q1 | $272K | Buy |
3,276
+534
| +19% | +$44.3K | 0.18% | 30 |
|
2022
Q4 | $226K | Buy |
+2,742
| New | +$226K | 0.15% | 29 |
|