Fortis Group Advisors’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 | $14.9K | Hold |
167
| – | – | ﹤0.01% | 310 |
|
2025
Q1 | $15.1K | Hold |
167
| – | – | ﹤0.01% | 272 |
|
2024
Q4 | $14.9K | Hold |
167
| – | – | ﹤0.01% | 274 |
|
2024
Q3 | $16.3K | Hold |
167
| – | – | ﹤0.01% | 264 |
|
2024
Q2 | $14K | Hold |
167
| – | – | ﹤0.01% | 266 |
|
2024
Q1 | $14.4K | Sell |
167
-167
| -50% | -$14.4K | ﹤0.01% | 284 |
|
2023
Q4 | $29.5K | Buy |
334
+167
| +100% | +$14.8K | 0.01% | 202 |
|
2023
Q3 | $12.6K | Buy |
+167
| New | +$12.6K | ﹤0.01% | 204 |
|
2020
Q3 | $293K | Buy |
+3,720
| New | +$293K | 0.06% | 145 |
|