Houlihan Financial Resource Group’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 | $3.21M | Sell |
35,993
-547
| -1% | -$48.7K | 1.33% | 27 |
|
|
2025
Q1 | $3.31M | Sell |
36,540
-440
| -1% | -$39.8K | 1.49% | 26 |
|
|
2024
Q4 | $3.29M | Sell |
36,980
-915
| -2% | -$81.5K | 1.4% | 28 |
|
|
2024
Q3 | $3.69M | Buy |
+37,895
| New | +$3.69M | 1.53% | 26 |
|
|
2024
Q2 | – | Sell |
-38,841
| Closed | -$3.36M | – | 96 |
|
|
2024
Q1 | $3.36M | Buy |
38,841
+7
| +0% | +$605 | 1.51% | 26 |
|
|
2023
Q4 | $3.43M | Buy |
38,834
+1,634
| +4% | +$144K | 1.66% | 20 |
|
|
2023
Q3 | $2.76M | Buy |
+37,200
| New | +$2.76M | 1.48% | 26 |
|
|
2023
Q2 | – | Sell |
-37,300
| Closed | -$3.1M | – | 171 |
|
|
2023
Q1 | $3.1M | Buy |
37,300
+641
| +2% | +$53.2K | 1.69% | 20 |
|
|
2022
Q4 | $3.15M | Sell |
36,659
-1,085
| -3% | -$93.1K | 1.82% | 19 |
|
|
2022
Q3 | $3.13M | Buy |
+37,744
| New | +$3.13M | 1.91% | 20 |
|
|
2020
Q3 | $3.29M | Buy |
+38,981
| New | +$3.29M | 1.9% | 14 |
|
|
2020
Q1 | $2.67M | Buy |
38,172
+215
| +0.6% | +$15K | 2.32% | 12 |
|
|
2019
Q4 | $3.52M | Buy |
+37,957
| New | +$3.52M | 2.28% | 13 |
|