Golden State Equity Partners’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
$557K Sell
6,250
-25
-0.4% -$2.23K 0.1% 236
2025
Q1
$568K Sell
6,275
-872
-12% -$79K 0.11% 225
2024
Q4
$637K Buy
7,147
+7,127
+35,635% +$635K 0.12% 196
2024
Q3
$1.95K Sell
20
-7,356
-100% -$716K ﹤0.01% 698
2024
Q2
$618K Buy
+7,376
New +$618K 0.13% 179
2023
Q4
$647K Buy
7,324
+323
+5% +$28.5K 0.16% 149
2023
Q3
$530K Sell
7,001
-164
-2% -$12.4K 0.15% 161
2023
Q2
$599K Buy
+7,165
New +$599K 0.17% 151