Impact Partnership Wealth’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
$2.88M Buy
32,325
+14,120
+78% +$1.26M 0.53% 28
2025
Q1
$1.65M Sell
18,205
-4,519
-20% -$409K 0.35% 28
2024
Q4
$2.02M Buy
22,724
+1,033
+5% +$92K 0.41% 30
2024
Q3
$2.11M Buy
21,691
+11,393
+111% +$1.11M 0.48% 27
2024
Q2
$863K Sell
10,298
-824
-7% -$69K 0.23% 55
2024
Q1
$962K Buy
11,122
+2,664
+31% +$230K 0.38% 31
2023
Q4
$747K Sell
8,458
-15,719
-65% -$1.39M 0.27% 49
2023
Q3
$1.83M Buy
24,177
+8,018
+50% +$607K 0.57% 23
2023
Q2
$1.35M Buy
+16,159
New +$1.35M 0.47% 19