Jackson Thornton Wealth Management’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 | $355K | Buy |
3,978
+751
| +23% | +$66.9K | 0.04% | 70 |
|
|
2025
Q1 | $280K | Sell |
3,227
-538
| -14% | -$46.7K | 0.04% | 71 |
|
|
2024
Q4 | $335K | Sell |
3,765
-8
| -0.2% | -$713 | 0.04% | 59 |
|
|
2024
Q3 | $368K | Buy |
3,773
+8
| +0.2% | +$779 | 0.05% | 51 |
|
|
2024
Q2 | $315K | Buy |
3,765
+425
| +13% | +$35.6K | 0.05% | 50 |
|
|
2024
Q1 | $289K | Hold |
3,340
| – | – | 0.05% | 44 |
|
|
2023
Q4 | $295K | Hold |
3,340
| – | – | 0.05% | 41 |
|
|
2023
Q3 | $253K | Hold |
3,340
| – | – | 0.05% | 37 |
|
|
2023
Q2 | $279K | Hold |
3,340
| – | – | 0.06% | 33 |
|
|
2023
Q1 | $277K | Sell |
3,340
-247
| -7% | -$20.5K | 0.06% | 28 |
|
|
2022
Q4 | $296K | Buy |
3,587
+247
| +7% | +$20.4K | 0.07% | 28 |
|
|
2022
Q3 | $268K | Sell |
3,340
-45,183
| -93% | -$3.63M | 0.07% | 28 |
|
|
2022
Q2 | $4.42M | Buy |
48,523
+46,239
| +2,024% | +$4.21M | 1.25% | 8 |
|
|
2022
Q1 | $248K | Hold |
2,284
| – | – | 0.06% | 22 |
|
|
2021
Q4 | $265K | Buy |
+2,284
| New | +$265K | 0.08% | 17 |
|