Howard Financial Services’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 | $409K | Buy |
4,597
+45
| +1% | +$4.01K | 0.05% | 118 |
|
|
2025
Q1 | $412K | Buy |
4,552
+46
| +1% | +$4.17K | 0.06% | 119 |
|
|
2024
Q4 | $401K | Buy |
4,506
+80
| +2% | +$7.13K | 0.05% | 118 |
|
|
2024
Q3 | $431K | Sell |
4,426
-787
| -15% | -$76.7K | 0.06% | 101 |
|
|
2024
Q2 | $437K | Sell |
5,213
-632
| -11% | -$52.9K | 0.07% | 92 |
|
|
2024
Q1 | $505K | Buy |
5,845
+49
| +0.8% | +$4.24K | 0.09% | 84 |
|
|
2023
Q4 | $512K | Sell |
5,796
-341
| -6% | -$30.1K | 0.1% | 78 |
|
|
2023
Q3 | $464K | Buy |
6,137
+68
| +1% | +$5.15K | 0.11% | 81 |
|
|
2023
Q2 | $507K | Sell |
6,069
-1,150
| -16% | -$96.1K | 0.12% | 68 |
|
|
2023
Q1 | $600K | Sell |
7,219
-1,158
| -14% | -$96.2K | 0.15% | 61 |
|
|
2022
Q4 | $691K | Buy |
8,377
+1,297
| +18% | +$107K | 0.18% | 56 |
|
|
2022
Q3 | $568K | Sell |
7,080
-73
| -1% | -$5.86K | 0.18% | 57 |
|
|
2022
Q2 | $652K | Buy |
7,153
+198
| +3% | +$18K | 0.22% | 44 |
|
|
2022
Q1 | $754K | Hold |
6,955
| – | – | 0.22% | 41 |
|
|
2021
Q4 | $807K | Hold |
6,955
| – | – | 0.24% | 37 |
|
|
2021
Q3 | $708K | Hold |
6,955
| – | – | 0.27% | 39 |
|
|
2021
Q2 | $708K | Buy |
6,955
+1
| +0% | +$102 | 0.28% | 39 |
|
|
2021
Q1 | $639K | Buy |
+6,954
| New | +$639K | 0.29% | 38 |
|