Kathleen S. Wright Associates’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 | $35.6K | Hold |
400
| – | – | 0.01% | 164 |
|
|
2025
Q1 | $36.2K | Hold |
400
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $35.6K | Hold |
400
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $39K | Sell |
400
-631
| -61% | -$61.5K | 0.02% | 166 |
|
|
2024
Q2 | $86.3K | Buy |
1,031
+631
| +158% | +$52.8K | 0.04% | 127 |
|
|
2024
Q1 | $34.6K | Hold |
400
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $35.3K | Hold |
400
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $30.3K | Hold |
400
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $33.4K | Hold |
400
| – | – | 0.02% | 115 |
|
|
2023
Q1 | $33.2K | Hold |
400
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $33K | Buy |
400
+300
| +300% | +$24.8K | 0.02% | 125 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | 0.01% | 130 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 122 |
|