Keystone Financial Planning’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 | $452K | Hold |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $594K | Hold |
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|
2021
Q2 | $594K | Hold |
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|
2021
Q1 | $536K | Hold |
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|
2020
Q4 | $496K | Hold |
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|
2020
Q3 | $461K | Hold |
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|
2020
Q2 | $458K | Hold |
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|
2020
Q1 | $408K | Hold |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $544K | Hold |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $435K | Hold |
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|
2018
Q3 | $471K | Hold |
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|
2018
Q2 | $475K | Hold |
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|
2018
Q1 | $441K | Hold |
|
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|
2017
Q4 | $484K | Hold |
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|
2017
Q3 | $485K | Hold |
|
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|
2017
Q2 | $486K | Hold |
|
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|
2017
Q1 | $482K | Hold |
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|
2016
Q4 | $482K | Hold |
|
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|
2016
Q3 | $506K | Hold |
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|
2016
Q2 | $518K | Hold |
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|
2016
Q1 | $489K | Hold |
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|
2015
Q4 | $465K | Hold |
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|
2015
Q3 | $441K | Hold |
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|
2015
Q2 | $436K | Sell |
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|
2015
Q1 | $499K | Sell |
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|
2014
Q4 | $552K | Sell |
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|
2014
Q3 | $498K | Hold |
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|
2014
Q2 | $518K | Hold |
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|
2014
Q1 | $489K | Hold |
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|
2013
Q4 | $447K | Buy |
|