Godshalk Welsh Capital Management’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 | $667K | Sell |
7,485
-350
| -4% | -$31.2K | 0.41% | 72 |
|
|
2025
Q1 | $709K | Sell |
7,835
-250
| -3% | -$22.6K | 0.46% | 68 |
|
|
2024
Q4 | $720K | Sell |
8,085
-250
| -3% | -$22.3K | 0.46% | 68 |
|
|
2024
Q3 | $812K | Buy |
8,335
+550
| +7% | +$53.6K | 0.51% | 63 |
|
|
2024
Q2 | $652K | Sell |
7,785
-625
| -7% | -$52.4K | 0.43% | 71 |
|
|
2024
Q1 | $727K | Hold |
8,410
| – | – | 0.49% | 63 |
|
|
2023
Q4 | $743K | Sell |
8,410
-2,100
| -20% | -$186K | 0.53% | 60 |
|
|
2023
Q3 | $795K | Sell |
10,510
-350
| -3% | -$26.5K | 0.6% | 60 |
|
|
2023
Q2 | $907K | Sell |
10,860
-100
| -0.9% | -$8.36K | 0.62% | 53 |
|
|
2023
Q1 | $910K | Buy |
10,960
+500
| +5% | +$41.5K | 0.64% | 54 |
|
|
2022
Q4 | $863K | Hold |
10,460
| – | – | 0.63% | 59 |
|
|
2022
Q3 | $839K | Hold |
10,460
| – | – | 0.62% | 59 |
|
|
2022
Q2 | $953K | Sell |
10,460
-50
| -0.5% | -$4.56K | 0.68% | 54 |
|
|
2022
Q1 | $1.14M | Hold |
10,510
| – | – | 0.7% | 51 |
|
|
2021
Q4 | $1.22M | Sell |
10,510
-209
| -2% | -$24.2K | 0.69% | 50 |
|
|
2021
Q3 | $1.09M | Buy |
10,719
+25
| +0.2% | +$2.55K | 0.68% | 49 |
|
|
2021
Q2 | $1.12M | Buy |
10,694
+2,234
| +26% | +$235K | 0.7% | 49 |
|
|
2021
Q1 | $777K | Buy |
+8,460
| New | +$777K | 0.54% | 61 |
|