Frank Rimerman Advisors’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 | $2.38M | Sell |
26,684
-1,144
| -4% | -$102K | 0.16% | 103 |
|
|
2025
Q1 | $2.52M | Sell |
27,828
-1,495
| -5% | -$135K | 0.2% | 85 |
|
|
2024
Q4 | $2.61M | Buy |
29,323
+1,609
| +6% | +$143K | 0.19% | 78 |
|
|
2024
Q3 | $2.7M | Hold |
27,714
| – | – | 0.19% | 89 |
|
|
2024
Q2 | $2.32M | Sell |
27,714
-29
| -0.1% | -$2.43K | 0.16% | 106 |
|
|
2024
Q1 | $2.4M | Buy |
27,743
+10,969
| +65% | +$949K | 0.46% | 31 |
|
|
2023
Q4 | $1.48M | Buy |
16,774
+1,338
| +9% | +$118K | 0.31% | 39 |
|
|
2023
Q3 | $1.17M | Buy |
15,436
+14
| +0.1% | +$1.06K | 0.28% | 41 |
|
|
2023
Q2 | $1.29M | Buy |
15,422
+1,784
| +13% | +$149K | 0.31% | 40 |
|
|
2023
Q1 | $1.13M | Buy |
13,638
+1,460
| +12% | +$121K | 0.31% | 40 |
|
|
2022
Q4 | $1M | Buy |
12,178
+18
| +0.1% | +$1.49K | 0.31% | 39 |
|
|
2022
Q3 | $975K | Buy |
12,160
+941
| +8% | +$75.4K | 0.35% | 39 |
|
|
2022
Q2 | $1.02M | Buy |
11,219
+7
| +0.1% | +$638 | 0.39% | 34 |
|
|
2022
Q1 | $1.22M | Sell |
11,212
-1,951
| -15% | -$211K | 0.39% | 35 |
|
|
2021
Q4 | $1.53M | Buy |
13,163
+918
| +7% | +$106K | 0.51% | 26 |
|
|
2021
Q3 | $1.25M | Sell |
12,245
-3,405
| -22% | -$347K | 0.48% | 30 |
|
|
2021
Q2 | $1.59M | Hold |
15,650
| – | – | 0.62% | 24 |
|
|
2021
Q1 | $1.44M | Buy |
15,650
+795
| +5% | +$73K | 0.64% | 22 |
|
|
2020
Q4 | $1.26M | Buy |
+14,855
| New | +$1.26M | 0.57% | 26 |
|