Investment Advisory Group’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
Q2 | $1.45M | Buy |
16,322
+3
| +0% | +$267 | 0.44% | 52 |
|
|
2025
Q1 | $1.48M | Buy |
16,319
+3
| +0% | +$272 | 0.49% | 51 |
|
|
2024
Q4 | $1.45M | Buy |
16,316
+16
| +0.1% | +$1.43K | 0.49% | 50 |
|
|
2024
Q3 | $1.59M | Buy |
16,300
+3
| +0% | +$292 | 0.55% | 45 |
|
|
2024
Q2 | $1.37M | Hold |
16,297
| – | – | 0.53% | 45 |
|
|
2024
Q1 | $1.41M | Buy |
16,297
+52
| +0.3% | +$4.5K | 0.58% | 41 |
|
|
2023
Q4 | $1.44M | Sell |
16,245
-717
| -4% | -$63.4K | 0.66% | 41 |
|
|
2023
Q3 | $1.28M | Buy |
16,962
+3
| +0% | +$227 | 0.67% | 41 |
|
|
2023
Q2 | $1.42M | Buy |
16,959
+4,000
| +31% | +$334K | 0.73% | 37 |
|
|
2023
Q1 | $1.08M | Sell |
12,959
-391
| -3% | -$32.5K | 0.62% | 39 |
|
|
2022
Q4 | $1.1M | Sell |
13,350
-50
| -0.4% | -$4.12K | 0.68% | 37 |
|
|
2022
Q3 | $1.07M | Buy |
13,400
+56
| +0.4% | +$4.49K | 0.75% | 35 |
|
|
2022
Q2 | $1.22M | Sell |
13,344
-142
| -1% | -$13K | 0.83% | 32 |
|
|
2022
Q1 | $1.46M | Buy |
13,486
+1
| +0% | +$108 | 0.89% | 31 |
|
|
2021
Q4 | $1.41M | Buy |
+13,485
| New | +$1.41M | 0.9% | 31 |
|