IVC Wealth Advisors’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
Q3 | $469K | Sell |
|
|||||
|
2025
Q2 | $461K | Buy |
|
|||||
|
2025
Q1 | $426K | Buy |
|
|||||
|
2024
Q4 | $301K | Sell |
|
|||||
|
2024
Q3 | $333K | Buy |
|
|||||
|
2024
Q2 | $271K | Buy |
|
|||||
|
2024
Q1 | $248K | Sell |
|
|||||
|
2023
Q4 | $255K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $203K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $209K | Buy |
|