Fort Point Capital Partners’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 | $3.25M | Buy |
36,519
+5,262
| +17% | +$469K | 0.23% | 57 |
|
2025
Q1 | $2.83M | Sell |
31,257
-1,638
| -5% | -$148K | 0.31% | 63 |
|
2024
Q4 | $2.93M | Buy |
32,895
+3,226
| +11% | +$287K | 0.32% | 60 |
|
2024
Q3 | $2.89M | Buy |
+29,669
| New | +$2.89M | 0.36% | 51 |
|
2022
Q2 | – | Sell |
-7,284
| Closed | -$789K | – | 288 |
|
2022
Q1 | $789K | Buy |
7,284
+3,988
| +121% | +$432K | 0.11% | 116 |
|
2021
Q4 | $382K | Buy |
+3,296
| New | +$382K | 0.05% | 196 |
|
2019
Q1 | – | Sell |
-2,803
| Closed | -$209K | – | 136 |
|
2018
Q4 | $209K | Buy |
2,803
+268
| +11% | +$20K | 0.08% | 123 |
|
2018
Q3 | $205K | Buy |
+2,535
| New | +$205K | 0.06% | 138 |
|
2018
Q2 | – | Sell |
-4,242
| Closed | -$320K | – | 156 |
|
2018
Q1 | $320K | Buy |
+4,242
| New | +$320K | 0.12% | 113 |
|