Forum Financial 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 | $861K | Sell |
9,666
-127
| -1% | -$11.3K | 0.01% | 244 |
|
|
2025
Q1 | $887K | Sell |
9,793
-182
| -2% | -$16.5K | 0.01% | 227 |
|
|
2024
Q4 | $889K | Buy |
9,975
+139
| +1% | +$12.4K | 0.01% | 222 |
|
|
2024
Q3 | $958K | Buy |
9,836
+292
| +3% | +$28.4K | 0.02% | 194 |
|
|
2024
Q2 | $799K | Sell |
9,544
-525
| -5% | -$44K | 0.01% | 212 |
|
|
2024
Q1 | $871K | Sell |
10,069
-75
| -0.7% | -$6.49K | 0.01% | 208 |
|
|
2023
Q4 | $896K | Buy |
10,144
+209
| +2% | +$18.5K | 0.02% | 180 |
|
|
2023
Q3 | $752K | Sell |
9,935
-519
| -5% | -$39.3K | 0.02% | 197 |
|
|
2023
Q2 | $874K | Buy |
10,454
+5,299
| +103% | +$443K | 0.02% | 177 |
|
|
2023
Q1 | $428K | Buy |
5,155
+731
| +17% | +$60.7K | 0.01% | 302 |
|
|
2022
Q4 | $365K | Sell |
4,424
-685
| -13% | -$56.5K | 0.01% | 338 |
|
|
2022
Q3 | $410K | Sell |
5,109
-200
| -4% | -$16.1K | 0.02% | 267 |
|
|
2022
Q2 | $484K | Buy |
5,309
+2,013
| +61% | +$184K | 0.02% | 240 |
|
|
2022
Q1 | $357K | Sell |
3,296
-102
| -3% | -$11K | 0.02% | 321 |
|
|
2021
Q4 | $394K | Buy |
+3,398
| New | +$394K | 0.02% | 312 |
|