Kingswood Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Buy
2025 Q2	$717K	Sell
2025 Q1	$1.2M	Sell
2024 Q4	$1.53M	Buy
2024 Q3	$798K	Buy
2024 Q2	$630K	Buy
2024 Q1	$564K	Buy
2023 Q4	$420K	Buy
2023 Q3	$337K	Buy