Heartwood Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Heartwood Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$47.1K	Buy
2021 Q1	–	Sell
2020 Q4	$2.44M	Buy
2020 Q3	$2.22M	Buy
2020 Q2	$2.2M	Sell
2020 Q1	$1.96M	Sell
2019 Q4	$2.73M	Buy