FSC Wealth 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 | $2.6M | Buy |
29,153
+1,604
| +6% | +$143K | 1.64% | 19 |
|
|
2025
Q1 | $2.49M | Buy |
27,549
+5,306
| +24% | +$480K | 1.64% | 18 |
|
|
2024
Q4 | $1.98M | Buy |
22,243
+3,486
| +19% | +$311K | 1.28% | 21 |
|
|
2024
Q3 | $1.83M | Buy |
18,757
+2,123
| +13% | +$207K | 1.31% | 21 |
|
|
2024
Q2 | $1.39M | Buy |
16,634
+4,660
| +39% | +$390K | 1.03% | 18 |
|
|
2024
Q1 | $1.04M | Buy |
11,974
+4,548
| +61% | +$393K | 0.73% | 20 |
|
|
2023
Q4 | $656K | Buy |
7,426
+111
| +2% | +$9.81K | 0.48% | 21 |
|
|
2023
Q3 | $553K | Buy |
7,315
+1,087
| +17% | +$82.2K | 0.57% | 15 |
|
|
2023
Q2 | $520K | Buy |
6,228
+995
| +19% | +$83.1K | 0.47% | 16 |
|
|
2023
Q1 | $435K | Buy |
5,233
+790
| +18% | +$65.6K | 0.69% | 9 |
|
|
2022
Q4 | $366K | Buy |
4,443
+269
| +6% | +$22.2K | 0.63% | 11 |
|
|
2022
Q3 | $335K | Buy |
4,174
+199
| +5% | +$16K | 3.23% | 7 |
|
|
2022
Q2 | $362K | Buy |
3,975
+149
| +4% | +$13.6K | 3.21% | 7 |
|
|
2022
Q1 | $415K | Sell |
3,826
-244
| -6% | -$26.5K | 0.39% | 17 |
|
|
2021
Q4 | $472K | Buy |
+4,070
| New | +$472K | 0.32% | 25 |
|