Heritage Wealth Advisors’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 | $508K | Hold |
5,709
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $517K | Hold |
5,709
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $509K | Hold |
5,709
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $556K | Hold |
5,709
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $478K | Sell |
5,709
-1,000
| -15% | -$83.8K | 0.02% | 139 |
|
|
2024
Q1 | $580K | Hold |
6,709
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $593K | Hold |
6,709
| – | – | 0.03% | 132 |
|
|
2023
Q3 | $508K | Sell |
6,709
-2
| -0% | -$151 | 0.03% | 131 |
|
|
2023
Q2 | $561K | Buy |
6,711
+2
| +0% | +$167 | 0.03% | 125 |
|
|
2023
Q1 | $557K | Sell |
6,709
-133
| -2% | -$11K | 0.03% | 122 |
|
|
2022
Q4 | $564K | Buy |
6,842
+133
| +2% | +$11K | 0.03% | 121 |
|
|
2022
Q3 | $538K | Hold |
6,709
| – | – | 0.04% | 115 |
|
|
2022
Q2 | $611K | Sell |
6,709
-847
| -11% | -$77.1K | 0.04% | 111 |
|
|
2022
Q1 | $819K | Hold |
7,556
| – | – | 0.05% | 94 |
|
|
2021
Q4 | $877K | Buy |
7,556
+847
| +13% | +$98.3K | 0.05% | 103 |
|
|
2021
Q3 | $683K | Sell |
6,709
-365
| -5% | -$37.2K | 0.04% | 116 |
|
|
2021
Q2 | $720K | Buy |
7,074
+365
| +5% | +$37.2K | 0.04% | 115 |
|
|
2021
Q1 | $616K | Hold |
6,709
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $570K | Hold |
6,709
| – | – | 0.04% | 119 |
|
|
2020
Q3 | $530K | Hold |
6,709
| – | – | 0.07% | 92 |
|
|
2020
Q2 | $527K | Hold |
6,709
| – | – | 0.07% | 86 |
|
|
2020
Q1 | $469K | Hold |
6,709
| – | – | 0.08% | 83 |
|
|
2019
Q4 | $623K | Hold |
6,709
| – | – | 0.08% | 90 |
|
|
2019
Q3 | $625K | Buy |
+6,709
| New | +$625K | 0.09% | 85 |
|