Hillcrest 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
Q2 | $445K | Sell |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $932K | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $966K | Buy |
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|
2020
Q1 | $807K | Buy |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $420K | Sell |
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|
2019
Q2 | $612K | Buy |
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|
2019
Q1 | $478K | Sell |
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|
2018
Q4 | $790K | Buy |
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