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 |
|