FSA
Fort Sheridan Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Sell |
4,162
-249
| -6% | -$22.2K | 0.05% | 187 |
|
2025
Q1 | $399K | Hold |
4,411
| – | – | 0.06% | 175 |
|
2024
Q4 | $393K | Sell |
4,411
-1,828
| -29% | -$163K | 0.06% | 182 |
|
2024
Q3 | $608K | Sell |
6,239
-664
| -10% | -$64.7K | 0.09% | 136 |
|
2024
Q2 | $578K | Buy |
+6,903
| New | +$578K | 0.09% | 133 |
|