L.M. Kohn & Company’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 | $1.21M | Buy |
13,543
+1,290
| +11% | +$115K | 0.33% | 57 |
|
|
2025
Q1 | $1.11M | Buy |
12,253
+2,590
| +27% | +$234K | 0.29% | 63 |
|
|
2024
Q4 | $861K | Sell |
9,663
-1,456
| -13% | -$130K | 0.22% | 89 |
|
|
2024
Q3 | $1.08M | Buy |
11,119
+863
| +8% | +$84.1K | 0.27% | 75 |
|
|
2024
Q2 | $859K | Sell |
10,256
-1,028
| -9% | -$86.1K | 0.23% | 89 |
|
|
2024
Q1 | $976K | Buy |
11,284
+310
| +3% | +$26.8K | 0.27% | 79 |
|
|
2023
Q4 | $970K | Buy |
10,974
+388
| +4% | +$34.3K | 0.31% | 68 |
|
|
2023
Q3 | $801K | Buy |
10,586
+439
| +4% | +$33.2K | 0.29% | 75 |
|
|
2023
Q2 | $848K | Sell |
10,147
-246
| -2% | -$20.6K | 0.32% | 76 |
|
|
2023
Q1 | $863K | Buy |
10,393
+19
| +0.2% | +$1.58K | 0.36% | 62 |
|
|
2022
Q4 | $856K | Sell |
10,374
-204
| -2% | -$16.8K | 0.4% | 65 |
|
|
2022
Q3 | $849K | Buy |
10,578
+223
| +2% | +$17.9K | 0.42% | 58 |
|
|
2022
Q2 | $944K | Sell |
10,355
-61
| -0.6% | -$5.56K | 0.44% | 58 |
|
|
2022
Q1 | $1.13M | Buy |
+10,416
| New | +$1.13M | 0.44% | 54 |
|