Kovitz Investment Group Partners’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 | $1.06M | Buy |
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|
2025
Q2 | $858K | Buy |
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|
2025
Q1 | $716K | Sell |
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|
2024
Q4 | $8.57M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $409K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $397K | Sell |
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|
2018
Q4 | $514K | Sell |
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|
2018
Q3 | $559K | Hold |
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|
2018
Q2 | $564K | Sell |
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|
2018
Q1 | $592K | Sell |
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|
2017
Q4 | $961 | Buy |
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|
2017
Q3 | $717K | Sell |
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|
2017
Q2 | $763K | Sell |
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|
2017
Q1 | $759K | Sell |
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|
2016
Q4 | $763K | Sell |
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|
2016
Q3 | $825K | Hold |
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|
2016
Q2 | $844K | Sell |
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|
2016
Q1 | $808K | Buy |
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