Golden State Wealth 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 | $27.7K | Sell |
310
-28
| -8% | -$2.5K | ﹤0.01% | 800 |
|
|
2025
Q1 | $30.6K | Sell |
338
-126
| -27% | -$11.4K | ﹤0.01% | 701 |
|
|
2024
Q4 | $41.4K | Buy |
+464
| New | +$41.4K | 0.01% | 614 |
|
|
2020
Q2 | – | Sell |
-205
| Closed | -$14K | – | 877 |
|
|
2020
Q1 | $14K | Buy |
+205
| New | +$14K | 0.01% | 562 |
|
|
2019
Q4 | – | Sell |
-746
| Closed | -$70K | – | 910 |
|
|
2019
Q3 | $70K | Buy |
746
+30
| +4% | +$2.82K | 0.02% | 368 |
|
|
2019
Q2 | $62K | Hold |
716
| – | – | 0.02% | 407 |
|
|
2019
Q1 | $62K | Buy |
+716
| New | +$62K | 0.02% | 401 |
|