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 |
|