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 |
|