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Kagan Cocozza Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Kagan Cocozza Asset Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.7M Buy
41,549
+1,424
+4% +$127K 2.84% 9
2025
Q1 		$3.63M Buy
40,125
+3,755
+10% +$340K 2.97% 9
2024
Q4 		$3.24M Buy
+36,370
New +$3.24M 2.69% 11