Keudell/Morrison Wealth Management’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 | $279K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.42M | Sell |
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|
2020
Q4 | $4.39M | Sell |
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|
2020
Q3 | $4.17M | Buy |
|