Lyell Wealth Management’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 | $430K | Buy |
+4,830
| New | +$430K | 0.03% | 155 |
|
|
2022
Q3 | – | Sell |
-2,315
| Closed | -$211K | – | 200 |
|
|
2022
Q2 | $211K | Buy |
2,315
+300
| +15% | +$27.3K | 0.03% | 181 |
|
|
2022
Q1 | $218K | Hold |
2,015
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $234K | Hold |
2,015
| – | – | 0.03% | 175 |
|
|
2021
Q3 | $205K | Hold |
2,015
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $205K | Buy |
+2,015
| New | +$205K | 0.03% | 181 |
|