Financial & Tax Architects’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 |
-28,918
| Closed | -$2.62M | – | 114 |
|
2025
Q1 | $2.62M | Buy |
28,918
+1,418
| +5% | +$128K | 0.66% | 42 |
|
2024
Q4 | $2.45M | Buy |
27,500
+1,979
| +8% | +$176K | 0.62% | 42 |
|
2024
Q3 | $2.49M | Sell |
25,521
-322
| -1% | -$31.4K | 0.64% | 40 |
|
2024
Q2 | $2.16M | Sell |
25,843
-62
| -0.2% | -$5.19K | 0.58% | 44 |
|
2024
Q1 | $2.24M | Buy |
25,905
+251
| +1% | +$21.7K | 0.62% | 43 |
|
2023
Q4 | $2.27M | Sell |
25,654
-1,124
| -4% | -$99.3K | 0.67% | 40 |
|
2023
Q3 | $2.03M | Buy |
+26,778
| New | +$2.03M | 0.63% | 42 |
|
2022
Q2 | – | Sell |
-17,564
| Closed | -$1.9M | – | 97 |
|
2022
Q1 | $1.9M | Buy |
17,564
+1,745
| +11% | +$189K | 0.72% | 43 |
|
2021
Q4 | $1.84M | Sell |
15,819
-2,357
| -13% | -$273K | 0.75% | 44 |
|
2021
Q3 | $1.85M | Sell |
18,176
-1,872
| -9% | -$191K | 0.84% | 42 |
|
2021
Q2 | $2.04M | Sell |
20,048
-3,776
| -16% | -$384K | 1% | 39 |
|
2021
Q1 | $2.19M | Buy |
+23,824
| New | +$2.19M | 1.23% | 35 |
|