Larson Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Larson Financial Group’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Sell	14,437 -3,414	-19%	-$304K	0.05%	263
2025 Q1	$1.62M	Sell	17,851 -657	-4%	-$59.5K	0.08%	216
2024 Q4	$1.65M	Sell	18,508 -2,004	-10%	-$179K	0.09%	190
2024 Q3	$2M	Sell	20,512 -1,477	-7%	-$144K	0.11%	160
2024 Q2	$1.84M	Sell	21,989 -11,995	-35%	-$1M	0.13%	140
2024 Q1	$2.94M	Sell	33,984 -61,310	-64%	-$5.3M	0.23%	85
2023 Q4	$8.42M	Buy	95,294 +9,793	+11%	+$865K	0.74%	34
2023 Q3	$6.47M	Buy	85,501 +10,244	+14%	+$775K	0.64%	35
2023 Q2	$6.29M	Buy	75,257 +12,896	+21%	+$1.08M	0.63%	35
2023 Q1	$5.18M	Buy	62,361 +5,108	+9%	+$424K	0.56%	37
2022 Q4	$4.72M	Sell	57,253 -591	-1%	-$48.7K	0.57%	38
2022 Q3	$4.64M	Buy	57,844 +11,291	+24%	+$905K	0.66%	29
2022 Q2	$4.24M	Buy	46,553 +9,282	+25%	+$846K	0.73%	31
2022 Q1	$4.04M	Buy	37,271 +4,095	+12%	+$444K	0.65%	31
2021 Q4	$3.85M	Sell	33,176 -2,199	-6%	-$255K	0.61%	34
2021 Q3	$3.6M	Sell	35,375 -248	-0.7%	-$25.2K	0.71%	29
2021 Q2	$3.63M	Sell	35,623 -10	-0%	-$1.02K	0.84%	26
2021 Q1	$3.27M	Sell	35,633 -1,810	-5%	-$166K	0.96%	22
2020 Q4	$3.18M	Sell	37,443 -805	-2%	-$68.4K	1.08%	21
2020 Q3	$3.02M	Sell	38,248 -11,503	-23%	-$908K	1.24%	23
2020 Q2	$3.91M	Buy	49,751 +21,402	+75%	+$1.68M	1.86%	18
2020 Q1	$1.98M	Buy	28,349 +21,042	+288%	+$1.47M	1.24%	21
2019 Q4	$678K	Buy	7,307 +344	+5%	+$31.9K	0.39%	42
2019 Q3	$649K	Buy	6,963 +76	+1%	+$7.08K	0.42%	40
2019 Q2	$602K	Buy	6,887 +297	+5%	+$26K	0.45%	33
2019 Q1	$573K	Sell	6,590 -317	-5%	-$27.6K	0.45%	33
2018 Q4	$515K	Sell	6,907 -1,186	-15%	-$88.4K	0.48%	33
2018 Q3	$653K	Sell	8,093 -1,135	-12%	-$91.6K	0.75%	27
2018 Q2	$752K	Buy	9,228 +660	+8%	+$53.8K	0.87%	26
2018 Q1	$647K	Sell	8,568 -1,474	-15%	-$111K	0.76%	27
2017 Q4	$833K	Buy	+10,042	New	+$833K	0.7%	26