Franklin, Parlapiano, Turner & Welch’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 | $765K | Hold |
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|
2025
Q1 | $778K | Hold |
|
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|
2024
Q4 | $766K | Hold |
|
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|
2024
Q3 | $837K | Hold |
|
|||||
|
2024
Q2 | $720K | Hold |
|
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|
2024
Q1 | $743K | Hold |
|
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|
2023
Q4 | $759K | Sell |
|
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|
2023
Q3 | $791K | Hold |
|
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|
2023
Q2 | $874K | Hold |
|
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|
2023
Q1 | $869K | Buy |
|
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|
2022
Q4 | $462K | Buy |
|
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|
2022
Q3 | $438K | Buy |
|
|||||
|
2022
Q2 | $279K | Hold |
|
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|
2022
Q1 | $332K | Hold |
|
|||||
|
2021
Q4 | $356K | Hold |
|
|||||
|
2021
Q3 | $312K | Hold |
|
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|
2021
Q2 | $312K | Hold |
|
|||||
|
2021
Q1 | $282K | Hold |
|
|||||
|
2020
Q4 | $260K | Hold |
|
|||||
|
2020
Q3 | $242K | Hold |
|
|||||
|
2020
Q2 | $241K | Hold |
|
|||||
|
2020
Q1 | $214K | Hold |
|
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|
2019
Q4 | $285K | Hold |
|
|||||
|
2019
Q3 | $286K | Hold |
|
|||||
|
2019
Q2 | $268K | Hold |
|
|||||
|
2019
Q1 | $267K | Hold |
|
|||||
|
2018
Q4 | $229K | Hold |
|
|||||
|
2018
Q3 | $247K | Hold |
|
|||||
|
2018
Q2 | $250K | Hold |
|
|||||
|
2018
Q1 | $231K | Hold |
|
|||||
|
2017
Q4 | $254K | Hold |
|
|||||
|
2017
Q3 | $255K | Hold |
|
|||||
|
2017
Q2 | $255K | Hold |
|
|||||
|
2017
Q1 | $253K | Hold |
|
|||||
|
2016
Q4 | $253K | Hold |
|
|||||
|
2016
Q3 | $266K | Hold |
|
|||||
|
2016
Q2 | $272K | Sell |
|
|||||
|
2016
Q1 | $351K | Sell |
|
|||||
|
2015
Q4 | $342K | Hold |
|
|||||
|
2015
Q3 | $324K | Sell |
|
|||||
|
2015
Q2 | $349K | Hold |
|
|||||
|
2015
Q1 | $394K | Sell |
|
|||||
|
2014
Q4 | $447K | Hold |
|
|||||
|
2014
Q3 | $397K | Sell |
|
|||||
|
2014
Q2 | $586K | Buy |
|
|||||
|
2014
Q1 | $551K | Hold |
|
|||||
|
2013
Q4 | $504K | Sell |
|
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|
2013
Q3 | $810K | Buy |
|
|||||
|
2013
Q2 | $560K | Buy |
|