Kuhn & Co Investment Counsel’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
Q1
Sell
-4,751
Closed -$423K 134
2024
Q4
$423K Sell
4,751
-2,836
-37% -$253K 0.36% 85
2024
Q3
$739K Sell
7,587
-273
-3% -$26.6K 0.63% 50
2024
Q2
$658K Sell
7,860
-787
-9% -$65.9K 0.59% 51
2024
Q1
$748K Sell
8,647
-1,095
-11% -$94.7K 0.7% 45
2023
Q4
$861K Buy
+9,742
New +$861K 0.88% 40