Landmark Wealth Management (New York)’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 | $252K | Buy |
2,826
+143
| +5% | +$12.8K | 0.11% | 79 |
|
|
2025
Q1 | $243K | Sell |
2,683
-99
| -4% | -$8.97K | 0.11% | 72 |
|
|
2024
Q4 | $248K | Buy |
2,782
+2
| +0.1% | +$178 | 0.11% | 71 |
|
|
2024
Q3 | $271K | Buy |
+2,780
| New | +$271K | 0.12% | 69 |
|
|
2024
Q2 | – | Sell |
-2,997
| Closed | -$259K | – | 71 |
|
|
2024
Q1 | $259K | Sell |
2,997
-73
| -2% | -$6.31K | 0.12% | 69 |
|
|
2023
Q4 | $271K | Buy |
3,070
+103
| +3% | +$9.09K | 0.13% | 65 |
|
|
2023
Q3 | $224K | Buy |
+2,967
| New | +$224K | 0.13% | 71 |
|
|
2023
Q2 | – | Sell |
-3,849
| Closed | -$320K | – | 69 |
|
|
2023
Q1 | $320K | Buy |
3,849
+1,077
| +39% | +$89.5K | 0.18% | 57 |
|
|
2022
Q4 | $229K | Buy |
2,772
+120
| +5% | +$9.91K | 0.17% | 63 |
|
|
2022
Q3 | $213K | Buy |
+2,652
| New | +$213K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-5,646
| Closed | -$309K | – | 175 |
|
|
2022
Q1 | $309K | Buy |
+5,646
| New | +$309K | 0.16% | 61 |
|