Forza Wealth 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 | $324K | Hold |
3,643
| – | – | 0.13% | 151 |
|
|
2025
Q1 | $330K | Hold |
3,643
| – | – | 0.15% | 145 |
|
|
2024
Q4 | $325K | Hold |
3,643
| – | – | 0.15% | 148 |
|
|
2024
Q3 | $355K | Sell |
3,643
-1
| -0% | -$97 | 0.16% | 139 |
|
|
2024
Q2 | $305K | Hold |
3,644
| – | – | 0.16% | 143 |
|
|
2024
Q1 | $315K | Hold |
3,644
| – | – | 0.16% | 140 |
|
|
2023
Q4 | $322K | Sell |
3,644
-750
| -17% | -$66.3K | 0.18% | 137 |
|
|
2023
Q3 | $332K | Hold |
4,394
| – | – | 0.17% | 145 |
|
|
2023
Q2 | $367K | Hold |
4,394
| – | – | 0.18% | 138 |
|
|
2023
Q1 | $365K | Buy |
4,394
+750
| +21% | +$62.3K | 0.19% | 136 |
|
|
2022
Q4 | $301K | Buy |
+3,644
| New | +$301K | 0.2% | 116 |
|