HHRDM
H&H Retirement Design & Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
13,056
+836
| +7% | +$75.5K | 0.65% | 33 |
|
|
2025
Q1 | $1.04M | Buy |
12,220
+205
| +2% | +$17.4K | 0.69% | 29 |
|
|
2024
Q4 | $1.1M | Buy |
12,015
+267
| +2% | +$24.5K | 0.67% | 32 |
|
|
2024
Q3 | $1.13M | Buy |
11,748
+113
| +1% | +$10.9K | 0.67% | 35 |
|
|
2024
Q2 | $1.04M | Buy |
11,635
+674
| +6% | +$60.5K | 0.64% | 36 |
|
|
2024
Q1 | $874K | Sell |
10,961
-1,155
| -10% | -$92.1K | 0.58% | 39 |
|
|
2023
Q4 | $1.02M | Sell |
12,116
-5,080
| -30% | -$428K | 0.64% | 30 |
|
|
2023
Q3 | $1.3M | Buy |
17,196
+229
| +1% | +$17.3K | 0.9% | 22 |
|
|
2023
Q2 | $1.46M | Sell |
16,967
-396
| -2% | -$34.2K | 0.97% | 22 |
|
|
2023
Q1 | $1.43M | Buy |
+17,363
| New | +$1.43M | 0.91% | 22 |
|
|
2020
Q3 | – | Sell |
-32,258
| Closed | -$2.53M | – | 53 |
|
|
2020
Q2 | $2.53M | Buy |
32,258
+10,202
| +46% | +$801K | 2.24% | 19 |
|
|
2020
Q1 | $1.54M | Buy |
+22,056
| New | +$1.54M | 1.46% | 21 |
|