Invictus Private Wealth’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 | $471K | Buy |
5,288
+313
| +6% | +$27.9K | 0.03% | 56 |
|
|
2025
Q1 | $450K | Sell |
4,975
-194
| -4% | -$17.6K | 0.04% | 58 |
|
|
2024
Q4 | $460K | Sell |
5,169
-303
| -6% | -$27K | 0.04% | 60 |
|
|
2024
Q3 | $533K | Buy |
5,472
+367
| +7% | +$35.8K | 0.04% | 53 |
|
|
2024
Q2 | $428K | Buy |
5,105
+96
| +2% | +$8.04K | 0.04% | 59 |
|
|
2024
Q1 | $433K | Sell |
5,009
-623
| -11% | -$53.9K | 0.04% | 58 |
|
|
2023
Q4 | $498K | Buy |
5,632
+111
| +2% | +$9.81K | 0.05% | 53 |
|
|
2023
Q3 | $418K | Buy |
5,521
+994
| +22% | +$75.2K | 0.05% | 58 |
|
|
2023
Q2 | $378K | Buy |
4,527
+406
| +10% | +$33.9K | 0.04% | 65 |
|
|
2023
Q1 | $342K | Buy |
4,121
+1,006
| +32% | +$83.5K | 0.04% | 64 |
|
|
2022
Q4 | $257K | Buy |
+3,115
| New | +$257K | 0.03% | 79 |
|