Kingswood Wealth Advisors’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 | $717K | Sell |
8,054
-5,228
| -39% | -$466K | 0.06% | 327 |
|
|
2025
Q1 | $1.2M | Sell |
13,282
-3,850
| -22% | -$349K | 0.11% | 214 |
|
|
2024
Q4 | $1.53M | Buy |
17,132
+8,945
| +109% | +$797K | 0.11% | 190 |
|
|
2024
Q3 | $798K | Buy |
8,187
+670
| +9% | +$65.3K | 0.06% | 344 |
|
|
2024
Q2 | $630K | Buy |
7,517
+990
| +15% | +$82.9K | 0.06% | 323 |
|
|
2024
Q1 | $564K | Buy |
6,527
+1,775
| +37% | +$154K | 0.07% | 319 |
|
|
2023
Q4 | $420K | Buy |
4,752
+304
| +7% | +$26.9K | 0.05% | 385 |
|
|
2023
Q3 | $337K | Buy |
+4,448
| New | +$337K | 0.06% | 310 |
|