FPCG
Forum Private Client Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,611
| Closed | -$233K | – | 78 |
|
|
2024
Q4 | $233K | Sell |
2,611
-229
| -8% | -$20.4K | 0.1% | 70 |
|
|
2024
Q3 | $277K | Sell |
2,840
-291
| -9% | -$28.3K | 0.12% | 67 |
|
|
2024
Q2 | $262K | Sell |
3,131
-1,079
| -26% | -$90.4K | 0.12% | 63 |
|
|
2024
Q1 | $364K | Sell |
4,210
-260
| -6% | -$22.5K | 0.18% | 53 |
|
|
2023
Q4 | $395K | Buy |
+4,470
| New | +$395K | 0.21% | 50 |
|
|
2023
Q3 | – | Sell |
-6,367
| Closed | -$532K | – | 64 |
|
|
2023
Q2 | $532K | Sell |
6,367
-281
| -4% | -$23.5K | 0.3% | 44 |
|
|
2023
Q1 | $552K | Sell |
6,648
-137
| -2% | -$11.4K | 0.35% | 42 |
|
|
2022
Q4 | $560K | Sell |
6,785
-73
| -1% | -$6.02K | 0.39% | 41 |
|
|
2022
Q3 | $550K | Sell |
6,858
-35
| -0.5% | -$2.81K | 0.41% | 39 |
|
|
2022
Q2 | $628K | Buy |
6,893
+1,365
| +25% | +$124K | 0.46% | 39 |
|
|
2022
Q1 | $599K | Buy |
+5,528
| New | +$599K | 0.47% | 39 |
|