Ironwood Financial’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
Q1 | – | Sell |
-3,423
| Closed | -$305K | – | 163 |
|
|
2024
Q4 | $305K | Sell |
3,423
-248
| -7% | -$22.1K | 0.06% | 131 |
|
|
2024
Q3 | $358K | Sell |
3,671
-4
| -0.1% | -$390 | 0.08% | 121 |
|
|
2024
Q2 | $308K | Sell |
3,675
-91
| -2% | -$7.62K | 0.07% | 128 |
|
|
2024
Q1 | $326K | Hold |
3,766
| – | – | 0.07% | 129 |
|
|
2023
Q4 | $333K | Sell |
3,766
-77
| -2% | -$6.8K | 0.08% | 121 |
|
|
2023
Q3 | $291K | Buy |
3,843
+1
| +0% | +$76 | 0.08% | 120 |
|
|
2023
Q2 | $321K | Buy |
3,842
+50
| +1% | +$4.18K | 0.08% | 115 |
|
|
2023
Q1 | $315K | Buy |
3,792
+32
| +0.9% | +$2.66K | 0.09% | 118 |
|
|
2022
Q4 | $310K | Sell |
3,760
-6
| -0.2% | -$495 | 0.1% | 116 |
|
|
2022
Q3 | $302K | Sell |
3,766
-24
| -0.6% | -$1.93K | 0.1% | 94 |
|
|
2022
Q2 | $345K | Hold |
3,790
| – | – | 0.11% | 90 |
|
|
2022
Q1 | $411K | Buy |
3,790
+2,070
| +120% | +$224K | 0.12% | 87 |
|
|
2021
Q4 | $200K | Buy |
1,720
+1,295
| +305% | +$151K | 0.05% | 123 |
|
|
2021
Q3 | $43K | Buy |
425
+92
| +28% | +$9.31K | 0.01% | 204 |
|
|
2021
Q2 | $34K | Buy |
333
+112
| +51% | +$11.4K | 0.01% | 226 |
|
|
2021
Q1 | $20K | Buy |
221
+165
| +295% | +$14.9K | 0.01% | 266 |
|
|
2020
Q4 | $5K | Buy |
56
+6
| +12% | +$536 | ﹤0.01% | 387 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $3K | Sell |
50
-29
| -37% | -$1.74K | ﹤0.01% | 305 |
|
|
2019
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 296 |
|
|
2019
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 301 |
|
|
2019
Q2 | $7K | Hold |
79
| – | – | ﹤0.01% | 302 |
|
|
2019
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 293 |
|
|
2018
Q4 | $6K | Buy |
79
+29
| +58% | +$2.2K | ﹤0.01% | 291 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 313 |
|