Heritage Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $523K | Buy |
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|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $509K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $593K | Hold |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $538K | Hold |
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|
2022
Q2 | $611K | Sell |
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|
2022
Q1 | $819K | Hold |
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|
2021
Q4 | $877K | Buy |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $570K | Hold |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $527K | Hold |
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|
2020
Q1 | $469K | Hold |
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|
2019
Q4 | $623K | Hold |
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|
2019
Q3 | $625K | Buy |
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