IA
IFG Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
49,995
+8,537
| +21% | +$760K | 0.75% | 26 |
|
|
2025
Q1 | $3.75M | Buy |
41,458
+3,486
| +9% | +$316K | 0.72% | 25 |
|
|
2024
Q4 | $3.38M | Buy |
37,972
+2,049
| +6% | +$183K | 0.67% | 26 |
|
|
2024
Q3 | $3.5M | Buy |
35,923
+4,735
| +15% | +$461K | 0.75% | 25 |
|
|
2024
Q2 | $2.61M | Buy |
31,188
+4,370
| +16% | +$366K | 0.62% | 26 |
|
|
2024
Q1 | $2.32M | Buy |
26,818
+1,956
| +8% | +$169K | 0.6% | 25 |
|
|
2023
Q4 | $2.2M | Buy |
24,862
+289
| +1% | +$25.5K | 0.64% | 25 |
|
|
2023
Q3 | $1.86M | Buy |
24,573
+1,035
| +4% | +$78.3K | 0.66% | 24 |
|
|
2023
Q2 | $1.97M | Buy |
23,538
+1,950
| +9% | +$163K | 0.7% | 24 |
|
|
2023
Q1 | $1.79M | Buy |
21,588
+4,133
| +24% | +$343K | 0.71% | 23 |
|
|
2022
Q4 | $1.44M | Buy |
17,455
+6,725
| +63% | +$555K | 0.63% | 25 |
|
|
2022
Q3 | $860K | Buy |
10,730
+2,720
| +34% | +$218K | 0.44% | 34 |
|
|
2022
Q2 | $730K | Buy |
8,010
+1,552
| +24% | +$141K | 0.37% | 38 |
|
|
2022
Q1 | $700K | Buy |
6,458
+1,684
| +35% | +$183K | 0.31% | 49 |
|
|
2021
Q4 | $554K | Buy |
4,774
+828
| +21% | +$96.1K | 0.23% | 60 |
|
|
2021
Q3 | $402K | Buy |
3,946
+193
| +5% | +$19.7K | 0.18% | 69 |
|
|
2021
Q2 | $382K | Buy |
3,753
+478
| +15% | +$48.7K | 0.18% | 73 |
|
|
2021
Q1 | $301K | Buy |
3,275
+18
| +0.6% | +$1.65K | 0.16% | 72 |
|
|
2020
Q4 | $277K | Buy |
3,257
+131
| +4% | +$11.1K | 0.17% | 70 |
|
|
2020
Q3 | $247K | Buy |
3,126
+30
| +1% | +$2.37K | 0.17% | 77 |
|
|
2020
Q2 | $243K | Hold |
3,096
| – | – | 0.19% | 72 |
|
|
2020
Q1 | $216K | Buy |
+3,096
| New | +$216K | 0.21% | 75 |
|