Financial Synergies Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $211K | Sell |
|
|||||
|
2024
Q1 | $228K | Sell |
|
|||||
|
2023
Q4 | $462K | Buy |
|
|||||
|
2023
Q3 | $249K | Sell |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $459K | Sell |
|
|||||
|
2022
Q4 | $462K | Sell |
|
|||||
|
2022
Q3 | $494K | Sell |
|
|||||
|
2022
Q2 | $850K | Sell |
|
|||||
|
2022
Q1 | $1.71M | Sell |
|
|||||
|
2021
Q4 | $1.84M | Buy |
|
|||||
|
2021
Q3 | $1.61M | Sell |
|
|||||
|
2021
Q2 | $2.03M | Sell |
|
|||||
|
2021
Q1 | $1.95M | Sell |
|
|||||
|
2020
Q4 | $2.28M | Sell |
|
|||||
|
2020
Q3 | $21.4M | Sell |
|
|||||
|
2020
Q2 | $35.7M | Sell |
|
|||||
|
2020
Q1 | $32.7M | Buy |
|
|||||
|
2019
Q4 | $40.8M | Sell |
|
|||||
|
2019
Q3 | $41.3M | Buy |
|
|||||
|
2019
Q2 | $38M | Buy |
|
|||||
|
2019
Q1 | $37.6M | Buy |
|