Gries Financial’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 | $712K | Buy |
7,999
+95
| +1% | +$8.46K | 0.13% | 141 |
|
|
2025
Q1 | $716K | Sell |
7,904
-416
| -5% | -$37.7K | 0.14% | 134 |
|
|
2024
Q4 | $741K | Sell |
8,320
-634
| -7% | -$56.5K | 0.13% | 145 |
|
|
2024
Q3 | $872K | Buy |
8,954
+1,494
| +20% | +$146K | 0.16% | 135 |
|
|
2024
Q2 | $625K | Buy |
7,460
+381
| +5% | +$31.9K | 0.13% | 135 |
|
|
2024
Q1 | $612K | Buy |
7,079
+569
| +9% | +$49.2K | 0.1% | 154 |
|
|
2023
Q4 | $575K | Buy |
6,510
+85
| +1% | +$7.51K | 0.13% | 118 |
|
|
2023
Q3 | $486K | Buy |
6,425
+117
| +2% | +$8.85K | 0.13% | 123 |
|
|
2023
Q2 | $527K | Sell |
6,308
-55
| -0.9% | -$4.6K | 0.15% | 110 |
|
|
2023
Q1 | $528K | Buy |
6,363
+99
| +2% | +$8.22K | 0.16% | 112 |
|
|
2022
Q4 | $517K | Buy |
6,264
+352
| +6% | +$29.1K | 0.17% | 101 |
|
|
2022
Q3 | $474K | Buy |
5,912
+35
| +0.6% | +$2.81K | 0.2% | 98 |
|
|
2022
Q2 | $535K | Buy |
5,877
+37
| +0.6% | +$3.37K | 0.25% | 80 |
|
|
2022
Q1 | $633K | Buy |
5,840
+254
| +5% | +$27.5K | 0.23% | 94 |
|
|
2021
Q4 | $648K | Buy |
5,586
+291
| +5% | +$33.8K | 0.26% | 97 |
|
|
2021
Q3 | $539K | Buy |
+5,295
| New | +$539K | 0.17% | 107 |
|