Heritage Wealth Management (Texas)’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
2026 Q1	$8.4M	Buy	94,672 +2,544	+3%	+$233K	3.59%	9
2025 Q4	$8.15M	Buy	92,128 +10,572	+13%	+$950K	3.54%	9
2025 Q3	$7.46M	Buy	81,556 +1,713	+2%	+$155K	3.29%	9
2025 Q2	$7.12M	Sell	79,843 -24,420	-23%	-$2.15M	3.54%	9
2025 Q1	$9.44M	Sell	104,263 -31,536	-23%	-$2.86M	5.47%	7
2024 Q4	$12.1M	Buy	135,799 +9,527	+8%	+$900K	7.12%	4
2024 Q3	$12.3M	Buy	126,272 +832	+0.7%	+$76.6K	7.13%	4
2024 Q2	$10.5M	Buy	125,440 +12,591	+11%	+$1.04M	6.55%	4
2024 Q1	$9.76M	Buy	112,849 +1,879	+2%	+$161K	6.34%	4
2023 Q4	$9.81M	Sell	110,970 -1,053	-0.9%	-$83.5K	6.91%	4
2023 Q3	$8.48M	Buy	112,023 +1,911	+2%	+$158K	7.69%	4
2023 Q2	$9.2M	Buy	110,112 +3,683	+3%	+$302K	8.15%	4
2023 Q1	$8.84M	Buy	106,429 +2,320	+2%	+$199K	8.51%	4
2022 Q4	$8.59M	Buy	+104,109	New	+$8.63M	8.71%	4