GCA
Gradient Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
17,278
-347
| -2% | -$30.9K | 0.45% | 49 |
|
|
2025
Q1 | $1.6M | Buy |
17,625
+587
| +3% | +$53.1K | 0.52% | 47 |
|
|
2024
Q4 | $1.52M | Sell |
17,038
-234
| -1% | -$20.8K | 0.49% | 48 |
|
|
2024
Q3 | $1.68M | Buy |
17,272
+1
| +0% | +$97 | 0.56% | 45 |
|
|
2024
Q2 | $1.45M | Sell |
17,271
-632
| -4% | -$52.9K | 0.52% | 47 |
|
|
2024
Q1 | $1.55M | Sell |
17,903
-297
| -2% | -$25.7K | 0.57% | 43 |
|
|
2023
Q4 | $1.61M | Buy |
18,200
+686
| +4% | +$60.6K | 0.61% | 37 |
|
|
2023
Q3 | $1.33M | Sell |
17,514
-76
| -0.4% | -$5.75K | 0.55% | 41 |
|
|
2023
Q2 | $1.47M | Sell |
17,590
-107
| -0.6% | -$8.94K | 0.59% | 38 |
|
|
2023
Q1 | $1.47M | Buy |
17,697
+329
| +2% | +$27.3K | 0.62% | 36 |
|
|
2022
Q4 | $1.43M | Sell |
17,368
-275
| -2% | -$22.7K | 0.65% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
17,643
-542
| -3% | -$43.4K | 0.68% | 34 |
|
|
2022
Q2 | $1.66M | Sell |
18,185
-567
| -3% | -$51.7K | 0.8% | 31 |
|
|
2022
Q1 | $2.03M | Buy |
18,752
+183
| +1% | +$19.8K | 0.86% | 28 |
|
|
2021
Q4 | $2.15M | Sell |
18,569
-156
| -0.8% | -$18.1K | 0.9% | 28 |
|
|
2021
Q3 | $1.91M | Sell |
18,725
-1,052
| -5% | -$107K | 0.87% | 30 |
|
|
2021
Q2 | $2.01M | Buy |
19,777
+336
| +2% | +$34.2K | 0.94% | 28 |
|
|
2021
Q1 | $1.79M | Buy |
19,441
+349
| +2% | +$32.1K | 0.95% | 27 |
|
|
2020
Q4 | $1.62M | Sell |
19,092
-365
| -2% | -$31K | 0.92% | 28 |
|
|
2020
Q3 | $1.54M | Buy |
19,457
+861
| +5% | +$68K | 0.96% | 28 |
|
|
2020
Q2 | $1.46M | Buy |
18,596
+3,872
| +26% | +$304K | 0.99% | 28 |
|
|
2020
Q1 | $1.03M | Buy |
14,724
+3,898
| +36% | +$272K | 0.83% | 33 |
|
|
2019
Q4 | $1.01M | Sell |
10,826
-149
| -1% | -$13.8K | 0.7% | 35 |
|
|
2019
Q3 | $1.02M | Buy |
10,975
+296
| +3% | +$27.6K | 0.76% | 35 |
|
|
2019
Q2 | $933K | Sell |
10,679
-666
| -6% | -$58.2K | 0.72% | 35 |
|
|
2019
Q1 | $986K | Buy |
11,345
+379
| +3% | +$32.9K | 0.79% | 33 |
|
|
2018
Q4 | $818K | Buy |
10,966
+62
| +0.6% | +$4.63K | 0.71% | 32 |
|
|
2018
Q3 | $880K | Hold |
10,904
| – | – | 0.74% | 30 |
|
|
2018
Q2 | $888K | Buy |
10,904
+741
| +7% | +$60.3K | 0.83% | 29 |
|
|
2018
Q1 | $767K | Buy |
10,163
+536
| +6% | +$40.5K | 0.77% | 29 |
|
|
2017
Q4 | $799K | Buy |
+9,627
| New | +$799K | 0.82% | 26 |
|