HM Payson & Co’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 | $392K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $644K | Hold |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $498K | Hold |
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|
2020
Q3 | $463K | Sell |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.57M | Sell |
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|
2017
Q4 | $2M | Sell |
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|
2017
Q3 | $2.52M | Sell |
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|
2017
Q2 | $2.85M | Buy |
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|
2017
Q1 | $2.81M | Sell |
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|
2016
Q4 | $3.13M | Buy |
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|
2016
Q3 | $3.25M | Sell |
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|
2016
Q2 | $3.36M | Sell |
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|
2016
Q1 | $3.25M | Buy |
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|
2015
Q4 | $2.29M | Buy |
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|
2015
Q3 | $2.03M | Buy |
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|
2015
Q2 | $2M | Sell |
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|
2015
Q1 | $2.35M | Buy |
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|
2014
Q4 | $1.98M | Buy |
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|
2014
Q3 | $1.68M | Sell |
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|
2014
Q2 | $1.79M | Sell |
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|
2014
Q1 | $1.71M | Buy |
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|
2013
Q4 | $1.54M | Sell |
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|
2013
Q3 | $1.61M | Sell |
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|
2013
Q2 | $1.73M | Buy |
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