Jackson Grant Investment Advisers’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 | $5.26K | Buy |
+59
| New | +$5.26K | ﹤0.01% | 316 |
|
|
2022
Q4 | – | Sell |
-148
| Closed | -$12K | – | 344 |
|
|
2022
Q3 | $12K | Buy |
148
+2
| +1% | +$162 | 0.01% | 294 |
|
|
2022
Q2 | $13K | Hold |
146
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $16K | Buy |
+146
| New | +$16K | 0.01% | 306 |
|
|
2021
Q4 | – | Sell |
-146
| Closed | -$15K | – | 326 |
|
|
2021
Q3 | $15K | Hold |
146
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $15K | Hold |
146
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $13K | Hold |
146
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $12K | Buy |
+146
| New | +$12K | 0.01% | 303 |
|