IA
IFP 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 | $1.37M | Buy |
15,394
+439
| +3% | +$39.1K | 0.04% | 474 |
|
|
2025
Q1 | $1.35M | Buy |
14,955
+7,215
| +93% | +$653K | 0.04% | 466 |
|
|
2024
Q4 | $690K | Buy |
7,740
+2,108
| +37% | +$188K | 0.02% | 629 |
|
|
2024
Q3 | $549K | Sell |
5,632
-2,596
| -32% | -$253K | 0.02% | 666 |
|
|
2024
Q2 | $689K | Sell |
8,228
-692
| -8% | -$58K | 0.03% | 553 |
|
|
2024
Q1 | $771K | Buy |
8,920
+3,834
| +75% | +$332K | 0.03% | 478 |
|
|
2023
Q4 | $449K | Sell |
5,086
-5,900
| -54% | -$521K | 0.02% | 611 |
|
|
2023
Q3 | $831K | Sell |
10,986
-519
| -5% | -$39.3K | 0.04% | 439 |
|
|
2023
Q2 | $961K | Sell |
11,505
-1,850
| -14% | -$155K | 0.04% | 442 |
|
|
2023
Q1 | $1.13M | Sell |
13,355
-28,331
| -68% | -$2.39M | 0.05% | 351 |
|
|
2022
Q4 | $3.54M | Sell |
41,686
-24,134
| -37% | -$2.05M | 0.09% | 211 |
|
|
2022
Q3 | $5.58M | Buy |
65,820
+5,891
| +10% | +$500K | 0.15% | 143 |
|
|
2022
Q2 | $5.07M | Hold |
59,929
| – | – | 0.16% | 138 |
|
|
2022
Q1 | $5.07M | Buy |
59,929
+28,579
| +91% | +$2.42M | 0.16% | 138 |
|
|
2021
Q4 | $3.64M | Sell |
31,350
-535
| -2% | -$62.2K | 0.07% | 160 |
|
|
2021
Q3 | $3.25M | Buy |
31,885
+4,053
| +15% | +$413K | 0.07% | 173 |
|
|
2021
Q2 | $2.83M | Buy |
27,832
+19,391
| +230% | +$1.97M | 0.06% | 190 |
|
|
2021
Q1 | $777K | Sell |
8,441
-47
| -0.6% | -$4.33K | 0.02% | 404 |
|
|
2020
Q4 | $717K | Buy |
8,488
+2,119
| +33% | +$179K | 0.03% | 413 |
|
|
2020
Q3 | $507K | Buy |
6,369
+347
| +6% | +$27.6K | 0.03% | 428 |
|
|
2020
Q2 | $465K | Sell |
6,022
-2,666
| -31% | -$206K | 0.04% | 434 |
|
|
2020
Q1 | $611K | Sell |
8,688
-11,444
| -57% | -$805K | 0.06% | 305 |
|
|
2019
Q4 | $1.85M | Sell |
20,132
-4,423
| -18% | -$407K | 0.14% | 180 |
|
|
2019
Q3 | $2.28M | Buy |
+24,555
| New | +$2.28M | 0.15% | 151 |
|
|
2019
Q1 | $2.01M | Sell |
23,132
-21,420
| -48% | -$1.86M | 0.27% | 85 |
|
|
2018
Q4 | $3.31M | Sell |
44,552
-12,725
| -22% | -$946K | 0.2% | 116 |
|
|
2018
Q3 | $4.62M | Sell |
57,277
-5,831
| -9% | -$470K | 0.19% | 123 |
|
|
2018
Q2 | $5.14M | Sell |
63,108
-20,225
| -24% | -$1.65M | 0.22% | 106 |
|
|
2018
Q1 | $6.92M | Hold |
83,333
| – | – | 0.31% | 67 |
|
|
2017
Q4 | $6.92M | Sell |
83,333
-4,081
| -5% | -$339K | 0.31% | 67 |
|
|
2017
Q3 | $7.26M | Sell |
87,414
-547
| -0.6% | -$45.4K | 0.29% | 72 |
|
|
2017
Q2 | $7.32M | Sell |
87,961
-26,795
| -23% | -$2.23M | 0.31% | 62 |
|
|
2017
Q1 | $9.48M | Sell |
114,756
-3,024
| -3% | -$250K | 0.41% | 48 |
|
|
2016
Q4 | $9.72M | Sell |
117,780
-12,136
| -9% | -$1M | 0.47% | 34 |
|
|
2016
Q3 | $11.3M | Buy |
129,916
+19,727
| +18% | +$1.71M | 0.59% | 22 |
|
|
2016
Q2 | $9.77M | Buy |
110,189
+87,057
| +376% | +$7.72M | 0.55% | 25 |
|
|
2016
Q1 | $2.01M | Sell |
23,132
-60,638
| -72% | -$5.28M | 0.27% | 85 |
|
|
2015
Q4 | $6.68M | Buy |
+83,770
| New | +$6.68M | 0.45% | 45 |
|