Instrumental Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Instrumental Wealth’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$219K	Sell
2024 Q4	$314K	Sell
2024 Q3	$670K	Sell
2024 Q2	$3.24M	Sell
2024 Q1	$3M	Sell
2023 Q4	$3.17M	Buy
2023 Q3	$2.81M	Sell
2023 Q2	$3.49M	Buy
2023 Q1	$3.24M	Buy