Foundation Wealth Management (Pennsylvania)’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
$9.27M Sell
104,066
-2,332
-2% -$208K 4.01% 6
2025
Q1
$9.63M Sell
106,398
-3,006
-3% -$272K 4.59% 5
2024
Q4
$9.75M Buy
+109,404
New +$9.75M 4.72% 5