Kelleher Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Sell |
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|
2025
Q2 | $965K | Buy |
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|
2025
Q1 | $895K | Hold |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.18M | Hold |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $943K | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $727K | Hold |
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|
2020
Q1 | $647K | Buy |
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|
2019
Q4 | $822K | Hold |
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|
2019
Q3 | $826K | Sell |
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|
2019
Q2 | $926K | Buy |
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|
2018
Q4 | $724K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $786K | Buy |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $500K | Buy |
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|
2017
Q2 | $479K | Hold |
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|
2017
Q1 | $475K | Buy |
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|
2016
Q4 | $282K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $393K | Sell |
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|
2015
Q2 | $396K | Sell |
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|
2015
Q1 | $748K | Sell |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.28M | Buy |
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|
2014
Q2 | $1.17M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $390K | Buy |
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|
2013
Q3 | $202K | Buy |
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