Key Financial Inc’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 | $577K | Sell |
6,474
-601
| -8% | -$53.5K | 0.12% | 149 |
|
|
2025
Q1 | $641K | Sell |
7,075
-599
| -8% | -$54.2K | 0.14% | 128 |
|
|
2024
Q4 | $684K | Sell |
7,674
-296
| -4% | -$26.4K | 0.16% | 119 |
|
|
2024
Q3 | $776K | Sell |
7,970
-36
| -0.4% | -$3.51K | 0.17% | 107 |
|
|
2024
Q2 | $671K | Hold |
8,006
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $692K | Sell |
8,006
-50
| -0.6% | -$4.32K | 0.18% | 102 |
|
|
2023
Q4 | $712K | Buy |
8,056
+352
| +5% | +$31.1K | 0.19% | 95 |
|
|
2023
Q3 | $583K | Sell |
7,704
-13
| -0.2% | -$984 | 0.2% | 97 |
|
|
2023
Q2 | $645K | Sell |
7,717
-73
| -0.9% | -$6.1K | 0.21% | 90 |
|
|
2023
Q1 | $647K | Buy |
7,790
+586
| +8% | +$48.7K | 0.24% | 82 |
|
|
2022
Q4 | $578K | Hold |
7,204
| – | – | 0.27% | 65 |
|
|
2022
Q3 | $578K | Buy |
7,204
+340
| +5% | +$27.3K | 0.27% | 65 |
|
|
2022
Q2 | $637K | Sell |
6,864
-433
| -6% | -$40.2K | 0.34% | 51 |
|
|
2022
Q1 | $791K | Buy |
7,297
+109
| +2% | +$11.8K | 0.39% | 48 |
|
|
2021
Q4 | $834K | Sell |
7,188
-130
| -2% | -$15.1K | 0.42% | 44 |
|
|
2021
Q3 | $745K | Buy |
7,318
+15
| +0.2% | +$1.53K | 0.42% | 45 |
|
|
2021
Q2 | $776K | Buy |
7,303
+120
| +2% | +$12.8K | 0.43% | 43 |
|
|
2021
Q1 | $660K | Buy |
7,183
+349
| +5% | +$32.1K | 0.44% | 45 |
|
|
2020
Q4 | $580K | Buy |
6,834
+53
| +0.8% | +$4.5K | 0.43% | 47 |
|
|
2020
Q3 | $535K | Buy |
6,781
+205
| +3% | +$16.2K | 0.55% | 45 |
|
|
2020
Q2 | $510K | Buy |
6,576
+1,590
| +32% | +$123K | 0.58% | 45 |
|
|
2020
Q1 | $357K | Sell |
4,986
-4,842
| -49% | -$347K | 0.37% | 53 |
|
|
2019
Q4 | $912K | Buy |
+9,828
| New | +$912K | 0.86% | 27 |
|