GeoWealth Management’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 | $498K | Sell |
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|
2025
Q1 | $877K | Buy |
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|
2024
Q4 | $36.6K | Buy |
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|
2024
Q3 | $33K | Sell |
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|
2024
Q2 | $31K | Sell |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $103K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $37K | Sell |
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|
2022
Q4 | $73K | Sell |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $3.93M | Buy |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $1.54M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5.57M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $11.3M | Buy |
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