IFWM
Institute for Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
9,550
-5,132
| -35% | -$457K | 0.09% | 224 |
|
|
2025
Q1 | $1.33M | Sell |
14,682
-568
| -4% | -$51.4K | 0.17% | 134 |
|
|
2024
Q4 | $1.36M | Sell |
15,250
-68
| -0.4% | -$6.06K | 0.17% | 125 |
|
|
2024
Q3 | $1.49M | Sell |
15,318
-149
| -1% | -$14.5K | 0.19% | 122 |
|
|
2024
Q2 | $1.3M | Sell |
15,467
-672
| -4% | -$56.3K | 0.17% | 124 |
|
|
2024
Q1 | $1.4M | Sell |
16,139
-597
| -4% | -$51.6K | 0.18% | 119 |
|
|
2023
Q4 | $1.48M | Buy |
16,736
+4,677
| +39% | +$413K | 0.24% | 100 |
|
|
2023
Q3 | $912K | Buy |
12,059
+432
| +4% | +$32.7K | 0.16% | 153 |
|
|
2023
Q2 | $972K | Sell |
11,627
-2,292
| -16% | -$192K | 0.16% | 148 |
|
|
2023
Q1 | $1.16M | Buy |
13,919
+2,697
| +24% | +$224K | 0.22% | 114 |
|
|
2022
Q4 | $926K | Sell |
11,222
-758
| -6% | -$62.5K | 0.19% | 141 |
|
|
2022
Q3 | $960K | Sell |
11,980
-2,741
| -19% | -$220K | 0.22% | 121 |
|
|
2022
Q2 | $1.34M | Buy |
14,721
+1,459
| +11% | +$133K | 0.26% | 98 |
|
|
2022
Q1 | $1.44M | Sell |
13,262
-4,143
| -24% | -$449K | 0.23% | 113 |
|
|
2021
Q4 | $2.02M | Sell |
17,405
-1,326
| -7% | -$154K | 0.33% | 74 |
|
|
2021
Q3 | $1.91M | Buy |
18,731
+526
| +3% | +$53.5K | 0.33% | 75 |
|
|
2021
Q2 | $1.85M | Buy |
18,205
+848
| +5% | +$86.3K | 0.33% | 74 |
|
|
2021
Q1 | $1.59M | Buy |
17,357
+3,279
| +23% | +$301K | 0.3% | 84 |
|
|
2020
Q4 | $1.2M | Sell |
14,078
-6,442
| -31% | -$547K | 0.24% | 105 |
|
|
2020
Q3 | $1.62M | Sell |
20,520
-1,945
| -9% | -$154K | 0.37% | 58 |
|
|
2020
Q2 | $1.76M | Sell |
22,465
-1,966
| -8% | -$154K | 0.43% | 46 |
|
|
2020
Q1 | $1.71M | Sell |
24,431
-3,067
| -11% | -$214K | 0.53% | 41 |
|
|
2019
Q4 | $2.55M | Sell |
27,498
-414
| -1% | -$38.4K | 0.58% | 30 |
|
|
2019
Q3 | $2.6M | Sell |
27,912
-1,149
| -4% | -$107K | 0.66% | 29 |
|
|
2019
Q2 | $2.54M | Buy |
29,061
+4,454
| +18% | +$389K | 0.56% | 38 |
|
|
2019
Q1 | $2.14M | Buy |
+24,607
| New | +$2.14M | 0.47% | 48 |
|
|
2017
Q3 | – | Sell |
-3,044
| Closed | -$253K | – | 388 |
|
|
2017
Q2 | $253K | Buy |
+3,044
| New | +$253K | 0.07% | 337 |
|
|
2015
Q2 | – | Sell |
-52,172
| Closed | -$4.4M | – | 38 |
|
|
2015
Q1 | $4.4M | Sell |
52,172
-6,028
| -10% | -$508K | 4.84% | 4 |
|
|
2014
Q4 | $4.71M | Sell |
58,200
-19,643
| -25% | -$1.59M | 4.96% | 4 |
|
|
2014
Q3 | $5.62M | Sell |
77,843
-8,983
| -10% | -$649K | 5.35% | 4 |
|
|
2014
Q2 | $6.5M | Buy |
86,826
+84,543
| +3,703% | +$6.33M | 5.62% | 3 |
|
|
2014
Q1 | $161K | Buy |
2,283
+480
| +27% | +$33.9K | 0.14% | 46 |
|
|
2013
Q4 | $116K | Buy |
1,803
+542
| +43% | +$34.9K | 0.08% | 50 |
|
|
2013
Q3 | $83K | Buy |
+1,261
| New | +$83K | 0.06% | 41 |
|