Heritage Family Offices’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	$272K	Hold	3,029	–	–	0.14%	136
2025 Q1	$274K	Buy	3,029 +31	+1%	+$2.81K	0.14%	132
2024 Q4	$267K	Sell	2,998 -348	-10%	-$31K	0.13%	142
2024 Q3	$326K	Buy	3,346 +36	+1%	+$3.51K	0.17%	121
2024 Q2	$277K	Buy	+3,310	New	+$277K	0.15%	127