Legacy Capital Wealth 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 | $447K | Buy |
5,021
+300
| +6% | +$26.7K | 0.1% | 218 |
|
|
2025
Q1 | $427K | Buy |
4,721
+166
| +4% | +$15K | 0.11% | 216 |
|
|
2024
Q4 | $406K | Buy |
4,555
+1,262
| +38% | +$112K | 0.1% | 215 |
|
|
2024
Q3 | $321K | Sell |
3,293
-817
| -20% | -$79.6K | 0.06% | 262 |
|
|
2024
Q2 | $344K | Buy |
+4,110
| New | +$344K | 0.09% | 218 |
|
|
2024
Q1 | – | Sell |
-3,212
| Closed | -$284K | – | 339 |
|
|
2023
Q4 | $284K | Buy |
3,212
+320
| +11% | +$28.3K | 0.08% | 223 |
|
|
2023
Q3 | $219K | Buy |
+2,892
| New | +$219K | 0.06% | 261 |
|