Fingerlakes Wealth Management’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 | $831K | Sell |
9,333
-1,062
| -10% | -$94.6K | 0.62% | 41 |
|
|
2025
Q1 | $941K | Sell |
10,395
-190
| -2% | -$17.2K | 0.8% | 35 |
|
|
2024
Q4 | $943K | Buy |
10,585
+48
| +0.5% | +$4.28K | 0.76% | 36 |
|
|
2024
Q3 | $1.03M | Buy |
10,537
+3
| +0% | +$292 | 0.85% | 36 |
|
|
2024
Q2 | $882K | Sell |
10,534
-693
| -6% | -$58K | 0.79% | 37 |
|
|
2024
Q1 | $971K | Sell |
11,227
-1,623
| -13% | -$140K | 0.94% | 33 |
|
|
2023
Q4 | $1.14M | Sell |
12,850
-473
| -4% | -$41.8K | 1.22% | 27 |
|
|
2023
Q3 | $1.01M | Sell |
13,323
-513
| -4% | -$38.8K | 1.23% | 26 |
|
|
2023
Q2 | $1.16M | Sell |
13,836
-910
| -6% | -$76K | 1.32% | 25 |
|
|
2023
Q1 | $1.22M | Sell |
14,746
-176
| -1% | -$14.6K | 1.53% | 20 |
|
|
2022
Q4 | $1.23M | Sell |
14,922
-98
| -0.7% | -$8.08K | 1.69% | 20 |
|
|
2022
Q3 | $1.2M | Sell |
15,020
-190
| -1% | -$15.2K | 1.76% | 16 |
|
|
2022
Q2 | $1.39M | Buy |
15,210
+335
| +2% | +$30.5K | 1.9% | 14 |
|
|
2022
Q1 | $1.61M | Buy |
14,875
+317
| +2% | +$34.4K | 1.88% | 13 |
|
|
2021
Q4 | $1.7M | Buy |
+14,558
| New | +$1.7M | 1.91% | 13 |
|