IP
Investment Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
20,465
+1
| +0% | +$89 | 0.69% | 40 |
|
|
2025
Q1 | $1.85M | Buy |
20,464
+1
| +0% | +$91 | 0.77% | 41 |
|
|
2024
Q4 | $1.82M | Buy |
20,463
+2
| +0% | +$178 | 0.75% | 39 |
|
|
2024
Q3 | $1.99M | Buy |
20,461
+2
| +0% | +$195 | 0.83% | 35 |
|
|
2024
Q2 | $1.71M | Hold |
20,459
| – | – | 0.77% | 40 |
|
|
2024
Q1 | $1.77M | Buy |
20,459
+1
| +0% | +$86 | 0.8% | 38 |
|
|
2023
Q4 | $1.81M | Sell |
20,458
-279
| -1% | -$24.7K | 0.89% | 34 |
|
|
2023
Q3 | $1.57M | Buy |
20,737
+3
| +0% | +$227 | 0.83% | 39 |
|
|
2023
Q2 | $1.73M | Hold |
20,734
| – | – | 0.9% | 32 |
|
|
2023
Q1 | $1.72M | Sell |
20,734
-534
| -3% | -$44.3K | 0.9% | 28 |
|
|
2022
Q4 | $1.75M | Sell |
21,268
-2,343
| -10% | -$193K | 0.93% | 29 |
|
|
2022
Q3 | $1.89M | Buy |
23,611
+2,363
| +11% | +$189K | 0.56% | 51 |
|
|
2022
Q2 | $1.94M | Buy |
21,248
+5
| +0% | +$456 | 0.95% | 30 |
|
|
2022
Q1 | $2.3M | Sell |
21,243
-296
| -1% | -$32.1K | 0.97% | 28 |
|
|
2021
Q4 | $2.5M | Buy |
21,539
+7
| +0% | +$812 | 1.02% | 26 |
|
|
2021
Q3 | $2.19M | Buy |
21,532
+5
| +0% | +$509 | 1% | 28 |
|
|
2021
Q2 | $2.19M | Sell |
21,527
-25
| -0.1% | -$2.54K | 1% | 29 |
|
|
2021
Q1 | $1.98M | Buy |
21,552
+2,004
| +10% | +$184K | 0.96% | 30 |
|
|
2020
Q4 | $1.66M | Buy |
19,548
+12
| +0.1% | +$1.02K | 0.88% | 34 |
|
|
2020
Q3 | $1.54M | Sell |
19,536
-798
| -4% | -$63K | 0.92% | 30 |
|
|
2020
Q2 | $1.6M | Buy |
20,334
+291
| +1% | +$22.9K | 0.94% | 32 |
|
|
2020
Q1 | $1.4M | Buy |
20,043
+7
| +0% | +$489 | 1.01% | 30 |
|
|
2019
Q4 | $1.86M | Buy |
20,036
+15
| +0.1% | +$1.39K | 1.25% | 21 |
|
|
2019
Q3 | $1.87M | Sell |
20,021
-493
| -2% | -$46K | 1.36% | 22 |
|
|
2019
Q2 | $1.79M | Sell |
20,514
-2,071
| -9% | -$181K | 1.29% | 23 |
|
|
2019
Q1 | $1.96M | Sell |
22,585
-2,752
| -11% | -$239K | 1.42% | 21 |
|
|
2018
Q4 | $1.89M | Sell |
25,337
-8,400
| -25% | -$626K | 1.59% | 17 |
|
|
2018
Q3 | $3.74K | Buy |
33,737
+95
| +0.3% | +$11 | 2.08% | 12 |
|
|
2018
Q2 | $2.74M | Buy |
33,642
+1,700
| +5% | +$138K | 2.04% | 12 |
|
|
2018
Q1 | $2.41M | Sell |
31,942
-2,753
| -8% | -$208K | 1.8% | 14 |
|
|
2017
Q4 | $2.88M | Buy |
34,695
+1,933
| +6% | +$160K | 2.13% | 11 |
|
|
2017
Q3 | $2.72M | Buy |
32,762
+5,515
| +20% | +$458K | 2.33% | 10 |
|
|
2017
Q2 | $2.27M | Hold |
27,247
| – | – | 2.06% | 11 |
|
|
2017
Q1 | $2.25M | Sell |
27,247
-117
| -0.4% | -$9.66K | 2.17% | 11 |
|
|
2016
Q4 | $2.26M | Sell |
27,364
-2,532
| -8% | -$209K | 2.21% | 10 |
|
|
2016
Q3 | $2.59M | Sell |
29,896
-1,583
| -5% | -$137K | 1.47% | 20 |
|
|
2016
Q2 | $2.79M | Sell |
31,479
-1,291
| -4% | -$114K | 2.78% | 6 |
|
|
2016
Q1 | $2.61M | Buy |
32,770
+2,368
| +8% | +$189K | 1.7% | 15 |
|
|
2015
Q4 | $2.42M | Sell |
30,402
-160
| -0.5% | -$12.8K | 2.92% | 6 |
|
|
2015
Q3 | $2.31M | Buy |
30,562
+263
| +0.9% | +$19.9K | 3.02% | 6 |
|
|
2015
Q2 | $2.26M | Sell |
30,299
-852
| -3% | -$63.7K | 2.73% | 8 |
|
|
2015
Q1 | $2.63M | Buy |
31,151
+177
| +0.6% | +$14.9K | 2.89% | 8 |
|
|
2014
Q4 | $2.51M | Buy |
+30,974
| New | +$2.51M | 2.89% | 8 |
|