Integrated Wealth Concepts’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
Q2 | $5.8M | Sell |
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|
2025
Q1 | $6.69M | Sell |
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|
2024
Q4 | $7.46M | Buy |
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|
2024
Q3 | $7.32M | Buy |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $13.3M | Sell |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $5.48M | Buy |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $42.4M | Sell |
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|
2021
Q3 | $37.6M | Buy |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $924K | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $741K | Buy |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $777K | Buy |
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|
2017
Q4 | $733K | Buy |
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