GA
GoalVest Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92K | Hold |
44
| – | – | ﹤0.01% | 334 |
|
2025
Q1 | $3.98K | Hold |
44
| – | – | ﹤0.01% | 296 |
|
2024
Q4 | $3.92K | Hold |
44
| – | – | ﹤0.01% | 316 |
|
2024
Q3 | $4.29K | Hold |
44
| – | – | ﹤0.01% | 343 |
|
2024
Q2 | $3.69K | Hold |
44
| – | – | ﹤0.01% | 291 |
|
2024
Q1 | $3.81K | Sell |
44
-2,141
| -98% | -$185K | ﹤0.01% | 350 |
|
2023
Q4 | $193K | Sell |
2,185
-338
| -13% | -$29.9K | 0.08% | 67 |
|
2023
Q3 | $191K | Buy |
2,523
+45
| +2% | +$3.41K | 0.1% | 71 |
|
2023
Q2 | $207K | Sell |
2,478
-470
| -16% | -$39.3K | 0.11% | 71 |
|
2023
Q1 | $245K | Sell |
2,948
-289
| -9% | -$24K | 0.14% | 62 |
|
2022
Q4 | $267K | Hold |
3,237
| – | – | 0.17% | 63 |
|
2022
Q3 | $260K | Sell |
3,237
-2,204
| -41% | -$177K | 0.18% | 68 |
|
2022
Q2 | $503K | Sell |
5,441
-787
| -13% | -$72.8K | 0.32% | 91 |
|
2022
Q1 | $675K | Buy |
+6,228
| New | +$675K | 0.38% | 76 |
|
2021
Q2 | $329K | Buy |
3,232
+110
| +4% | +$11.2K | 0.2% | 106 |
|
2021
Q1 | $287K | Sell |
3,122
-1,693
| -35% | -$156K | 0.21% | 98 |
|
2020
Q4 | $409K | Buy |
+4,815
| New | +$409K | 0.34% | 82 |
|