Icon Wealth Advisors’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
Q1 | – | Sell |
-1,905
| Closed | -$170K | – | 532 |
|
|
2024
Q4 | $170K | Hold |
1,905
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $186K | Hold |
1,905
| – | – | 0.02% | 370 |
|
|
2024
Q2 | $172K | Sell |
1,905
-1,014
| -35% | -$91.7K | 0.02% | 358 |
|
|
2024
Q1 | $252K | Hold |
2,919
| – | – | 0.02% | 304 |
|
|
2023
Q4 | $258K | Buy |
+2,919
| New | +$258K | 0.03% | 286 |
|
|
2022
Q4 | $261K | Hold |
3,169
| – | – | 0.03% | 270 |
|
|
2022
Q3 | $254K | Buy |
+3,169
| New | +$254K | 0.03% | 264 |
|