Level Financial Advisors’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 | $549K | Sell |
6,160
-125
| -2% | -$11.1K | 0.17% | 59 |
|
|
2025
Q1 | $569K | Buy |
+6,285
| New | +$569K | 0.19% | 54 |
|
|
2022
Q4 | – | Sell |
-21
| Closed | -$2K | – | 298 |
|
|
2022
Q3 | $2K | Sell |
21
-2
| -9% | -$190 | ﹤0.01% | 222 |
|
|
2022
Q2 | $2K | Buy |
23
+2
| +10% | +$174 | ﹤0.01% | 260 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 213 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 241 |
|