Leeward Financial Partners’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 | $3.85M | Buy |
43,272
+3,219
| +8% | +$287K | 1.22% | 27 |
|
|
2025
Q1 | $3.63M | Buy |
40,053
+37,189
| +1,298% | +$3.37M | 1.35% | 26 |
|
|
2024
Q4 | $255K | Sell |
2,864
-1,287
| -31% | -$115K | 0.09% | 76 |
|
|
2024
Q3 | $404K | Sell |
4,151
-143
| -3% | -$13.9K | 0.15% | 64 |
|
|
2024
Q2 | $360K | Sell |
4,294
-35,540
| -89% | -$2.98M | 0.15% | 63 |
|
|
2024
Q1 | $3.44M | Sell |
39,834
-2,955
| -7% | -$256K | 1.46% | 26 |
|
|
2023
Q4 | $3.78M | Buy |
42,789
+9,942
| +30% | +$878K | 1.83% | 17 |
|
|
2023
Q3 | $2.49M | Buy |
32,847
+2,513
| +8% | +$190K | 1.38% | 26 |
|
|
2023
Q2 | $2.53M | Sell |
30,334
-404
| -1% | -$33.8K | 1.46% | 24 |
|
|
2023
Q1 | $2.55M | Buy |
30,738
+1,770
| +6% | +$147K | 1.56% | 23 |
|
|
2022
Q4 | $2.39M | Buy |
+28,968
| New | +$2.39M | 1.65% | 24 |
|