Independent Advisor Alliance’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 |
-14,552
| Closed | -$1.3M | – | 1353 |
|
2024
Q4 | $1.3M | Buy |
+14,552
| New | +$1.3M | 0.02% | 640 |
|
2024
Q3 | – | Sell |
-2,807
| Closed | -$235K | – | 761 |
|
2024
Q2 | $235K | Buy |
+2,807
| New | +$235K | 0.01% | 634 |
|
2020
Q1 | – | Sell |
-34,325
| Closed | -$3.19M | – | 835 |
|
2019
Q4 | $3.19M | Buy |
+34,325
| New | +$3.19M | 0.14% | 161 |
|
2017
Q2 | – | Sell |
-14,067
| Closed | -$1.17M | – | 405 |
|
2017
Q1 | $1.17M | Buy |
+14,067
| New | +$1.17M | 0.18% | 144 |
|