Lutz Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $3.59M | Sell |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $4.44M | Sell |
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|
2022
Q3 | $5.94M | Sell |
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|
2022
Q2 | $7.87M | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $15.3M | Sell |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $16.7M | Buy |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $14.3M | Buy |
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|
2020
Q1 | $12.1M | Sell |
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|
2019
Q4 | $18.4M | Buy |
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|
2019
Q3 | $18.2M | Buy |
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|
2019
Q2 | $16.9M | Buy |
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|
2019
Q1 | $16.7M | Buy |
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|
2018
Q4 | $12.9M | Sell |
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|
2018
Q3 | $14.1M | Buy |
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|
2018
Q2 | $11.8M | Buy |
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|
2018
Q1 | $10.4M | Buy |
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|
2017
Q4 | $10.6M | Buy |
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