HB 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 | $1.96M | Sell |
22,062
-8,719
| -28% | -$777K | 0.02% | 370 |
|
|
2025
Q1 | $2.79M | Buy |
30,781
+10,847
| +54% | +$982K | 0.02% | 313 |
|
|
2024
Q4 | $1.77M | Sell |
19,934
-1,324
| -6% | -$118K | 0.02% | 301 |
|
|
2024
Q3 | $2.07M | Buy |
21,258
+6,188
| +41% | +$603K | 0.02% | 270 |
|
|
2024
Q2 | $1.26M | Sell |
15,070
-2,658
| -15% | -$223K | 0.01% | 322 |
|
|
2024
Q1 | $1.53M | Sell |
17,728
-196
| -1% | -$17K | 0.02% | 291 |
|
|
2023
Q4 | $1.58M | Sell |
17,924
-2,324
| -11% | -$205K | 0.02% | 257 |
|
|
2023
Q3 | $1.53M | Sell |
20,248
-2,206
| -10% | -$167K | 0.02% | 248 |
|
|
2023
Q2 | $1.88M | Sell |
22,454
-3,995
| -15% | -$334K | 0.03% | 209 |
|
|
2023
Q1 | $2.2M | Sell |
26,449
-4,131
| -14% | -$343K | 0.04% | 188 |
|
|
2022
Q4 | $2.52M | Buy |
30,580
+4,201
| +16% | +$346K | 0.05% | 174 |
|
|
2022
Q3 | $2.12M | Buy |
26,379
+3,215
| +14% | +$258K | 0.05% | 171 |
|
|
2022
Q2 | $2.11M | Buy |
23,164
+154
| +0.7% | +$14K | 0.04% | 169 |
|
|
2022
Q1 | $2.49M | Buy |
23,010
+10,936
| +91% | +$1.19M | 0.05% | 160 |
|
|
2021
Q4 | $1.4M | Buy |
+12,074
| New | +$1.4M | 0.03% | 196 |
|