Kerntke Otto McGlone Wealth Management Group’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
Q2 | $1.06M | Buy |
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2025
Q1 | $1.05M | Sell |
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2024
Q4 | $1.07M | Sell |
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2024
Q3 | $1.19M | Sell |
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2024
Q2 | $1.11M | Sell |
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2024
Q1 | $1.42M | Sell |
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2023
Q4 | $1.48M | Buy |
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2023
Q3 | $1.23M | Buy |
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2023
Q2 | $1.33M | Buy |
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2023
Q1 | $1.28M | Buy |
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2022
Q4 | $1.23M | Buy |
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2022
Q3 | $1.12M | Buy |
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2022
Q2 | $1.26M | Buy |
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2022
Q1 | $235K | Sell |
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2021
Q4 | $1.69M | Buy |
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2021
Q3 | $314K | Sell |
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2021
Q2 | $2.27M | Sell |
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2021
Q1 | $2.17M | Sell |
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2020
Q4 | $2.3M | Sell |
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2020
Q3 | $2.89M | Sell |
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2020
Q2 | $4.14M | Sell |
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2020
Q1 | $3.73M | Sell |
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2019
Q4 | $4.97M | Buy |
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