Householder Group Estate & Retirement Specialist’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
2024
Q4
$0 Sell
6
-425
-99% ﹤0.01% 1204
2024
Q3
$42K Buy
431
+3
+0.7% +$292 0.01% 514
2024
Q2
$35K Sell
428
-498
-54% -$40.7K 0.01% 555
2024
Q1
$80.1K Buy
926
+32
+4% +$2.77K 0.02% 388
2023
Q4
$79K Sell
894
-820
-48% -$72.5K 0.03% 377
2023
Q3
$130K Buy
+1,714
New +$130K 0.05% 272
2023
Q1
$167K Buy
+2,005
New +$167K 0.06% 220
2022
Q4
Sell
-3,410
Closed -$273K 1127
2022
Q3
$273K Sell
3,410
-5,693
-63% -$456K 0.11% 163
2022
Q2
$829K Sell
9,103
-1,728
-16% -$157K 0.37% 61
2022
Q1
$1.17M Sell
10,831
-212
-2% -$23K 0.47% 52
2021
Q4
$1.28M Buy
+11,043
New +$1.28M 0.48% 58