JJBC
James J. Burns & Company’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
4,886
+3
| +0.1% | +$267 | 0.07% | 96 |
|
|
2025
Q1 | $442K | Buy |
4,883
+5
| +0.1% | +$453 | 0.08% | 91 |
|
|
2024
Q4 | $434K | Buy |
4,878
+5
| +0.1% | +$445 | 0.08% | 93 |
|
|
2024
Q3 | $475K | Buy |
4,873
+164
| +3% | +$16K | 0.09% | 86 |
|
|
2024
Q2 | $394K | Buy |
+4,709
| New | +$394K | 0.08% | 89 |
|
|
2024
Q1 | – | Sell |
-8,043
| Closed | -$710K | – | 119 |
|
|
2023
Q4 | $710K | Buy |
8,043
+3,536
| +78% | +$312K | 0.17% | 61 |
|
|
2023
Q3 | $341K | Sell |
4,507
-9,141
| -67% | -$692K | 0.09% | 76 |
|
|
2023
Q2 | $1.14M | Sell |
13,648
-6,114
| -31% | -$510K | 0.29% | 55 |
|
|
2023
Q1 | $1.64M | Buy |
19,762
+6,500
| +49% | +$540K | 0.42% | 43 |
|
|
2022
Q4 | $1.09M | Sell |
13,262
-1,183
| -8% | -$97.6K | 0.45% | 41 |
|
|
2022
Q3 | $1.16M | Buy |
+14,445
| New | +$1.16M | 0.51% | 41 |
|