Inspirion Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $356K | Buy |
|
|||||
2025
Q2 | $261K | Buy |
|
|||||
2025
Q1 | $265K | Buy |
|
|||||
2024
Q4 | $256K | Sell |
|
|||||
2024
Q3 | $356K | Sell |
|
|||||
2024
Q2 | $346K | Hold |
|
|||||
2024
Q1 | $357K | Hold |
|
|||||
2023
Q4 | $368K | Buy |
|
|||||
2023
Q3 | $312K | Hold |
|
|||||
2023
Q2 | $345K | Sell |
|
|||||
2023
Q1 | $441K | Buy |
|
|||||
2022
Q4 | $286K | Sell |
|
|||||
2022
Q3 | $316K | Sell |
|
|||||
2022
Q2 | $386K | Sell |
|
|||||
2022
Q1 | $462K | Buy |
|
|||||
2021
Q4 | $465K | Buy |
|
|||||
2021
Q3 | $332K | Buy |
|
|||||
2021
Q2 | $329K | Hold |
|
|||||
2021
Q1 | $297K | Buy |
|
|||||
2020
Q4 | $272K | Sell |
|
|||||
2020
Q3 | $261K | Sell |
|
|||||
2020
Q2 | $272K | Sell |
|
|||||
2020
Q1 | $296K | Sell |
|
|||||
2019
Q4 | $501K | Buy |
|
|||||
2019
Q3 | $381K | Sell |
|
|||||
2019
Q2 | $360K | Sell |
|
|||||
2019
Q1 | $425K | Buy |
|
|||||
2018
Q4 | $358K | Sell |
|
|||||
2018
Q3 | $405K | Sell |
|
|||||
2018
Q2 | $442K | Sell |
|
|||||
2018
Q1 | $416K | Sell |
|
|||||
2017
Q4 | $478K | Sell |
|
|||||
2017
Q3 | $519K | Buy |
|
|||||
2017
Q2 | $488K | Sell |
|
|||||
2017
Q1 | $500K | Buy |
|
|||||
2016
Q4 | $305K | Sell |
|
|||||
2016
Q3 | $328K | Buy |
|
|||||
2016
Q2 | $273K | Hold |
|
|||||
2016
Q1 | $258K | Buy |
|