JDM Financial Group’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 | $6.27M | Buy |
70,441
+1,919
| +3% | +$171K | 2.96% | 9 |
|
|
2025
Q1 | $6.2M | Buy |
68,522
+3,286
| +5% | +$298K | 3.15% | 9 |
|
|
2024
Q4 | $5.81M | Buy |
65,236
+5,346
| +9% | +$476K | 3.02% | 9 |
|
|
2024
Q3 | $5.83M | Buy |
59,890
+10,042
| +20% | +$978K | 3.17% | 9 |
|
|
2024
Q2 | $4.18M | Buy |
49,848
+5,116
| +11% | +$429K | 2.82% | 12 |
|
|
2024
Q1 | $3.87M | Buy |
44,732
+2,799
| +7% | +$242K | 2.82% | 11 |
|
|
2023
Q4 | $3.71M | Buy |
41,933
+1,329
| +3% | +$117K | 3.07% | 12 |
|
|
2023
Q3 | $3.07M | Sell |
40,604
-22
| -0.1% | -$1.67K | 2.83% | 12 |
|
|
2023
Q2 | $3.39M | Buy |
40,626
+1,082
| +3% | +$90.4K | 2.95% | 12 |
|
|
2023
Q1 | $3.28M | Buy |
39,544
+107
| +0.3% | +$8.89K | 3.03% | 12 |
|
|
2022
Q4 | $3.25M | Buy |
+39,437
| New | +$3.25M | 3.11% | 11 |
|