Forvis Mazars Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $908K | Buy |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $720K | Buy |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $610K | Hold |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $237K | Sell |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $337K | Buy |
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|
2017
Q2 | $294K | Sell |
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|
2017
Q1 | $311K | Hold |
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|
2016
Q4 | $311K | Hold |
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|
2016
Q3 | $327K | Hold |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $437K | Sell |
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|
2015
Q3 | $449K | Sell |
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|
2015
Q2 | $514K | Buy |
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|
2015
Q1 | $497K | Buy |
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|
2014
Q4 | $258K | Buy |
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