Founders Financial Securities’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
$726K Sell
8,156
-45
-0.5% -$4.01K 0.06% 284
2025
Q1
$718K Buy
8,201
+2,237
+38% +$196K 0.06% 267
2024
Q4
$531K Sell
5,964
-698
-10% -$62.2K 0.05% 293
2024
Q3
$649K Sell
6,662
-3,462
-34% -$337K 0.06% 230
2024
Q2
$848K Buy
10,124
+3,316
+49% +$278K 0.08% 202
2024
Q1
$589K Buy
6,808
+26
+0.4% +$2.25K 0.06% 239
2023
Q4
$599K Sell
6,782
-7,271
-52% -$642K 0.07% 224
2023
Q3
$1.06M Buy
14,053
+6,299
+81% +$477K 0.14% 132
2023
Q2
$648K Sell
7,754
-35
-0.4% -$2.93K 0.09% 182
2023
Q1
$647K Sell
7,789
-65
-0.8% -$5.4K 0.09% 172
2022
Q4
$648K Sell
7,854
-142
-2% -$11.7K 0.1% 174
2022
Q3
$641K Buy
7,996
+5,300
+197% +$425K 0.11% 154
2022
Q2
$246K Buy
+2,696
New +$246K 0.05% 220