Heritage Wealth Management (Arizona)’s Vanguard Real Estate ETF VNQ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$277K	Buy
2024 Q1	$284K	Hold
2023 Q4	$290K	Buy
2022 Q4	$556K	Buy
2022 Q3	$269K	Buy
2022 Q2	$305K	Buy
2022 Q1	$360K	Buy
2021 Q3	$277K	Buy
2021 Q2	$275K	Buy
2021 Q1	$247K	Buy