Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.87M | Buy |
37,975
+1,307
| +4% | +$98.9K | 0.6% | 51 |
|
|
2023
Q2 | $3.06M | Buy |
36,668
+585
| +2% | +$48.9K | 0.62% | 53 |
|
|
2023
Q1 | $3M | Sell |
36,083
-1,568
| -4% | -$130K | 0.65% | 48 |
|
|
2022
Q4 | $3.11M | Buy |
37,651
+2,188
| +6% | +$180K | 0.71% | 44 |
|
|
2022
Q3 | $2.84M | Buy |
35,463
+6,518
| +23% | +$523K | 0.7% | 45 |
|
|
2022
Q2 | $2.64M | Buy |
28,945
+1,507
| +5% | +$137K | 0.64% | 48 |
|
|
2022
Q1 | $2.97M | Buy |
27,438
+3,523
| +15% | +$382K | 0.62% | 48 |
|
|
2021
Q4 | $2.77M | Buy |
23,915
+3,176
| +15% | +$368K | 0.56% | 51 |
|
|
2021
Q3 | $2.11M | Buy |
20,739
+624
| +3% | +$63.5K | 0.46% | 56 |
|
|
2021
Q2 | $2.05M | Buy |
20,115
+287
| +1% | +$29.2K | 0.45% | 60 |
|
|
2021
Q1 | $1.82M | Buy |
19,828
+5,090
| +35% | +$467K | 0.45% | 58 |
|
|
2020
Q4 | $1.25M | Buy |
14,738
+507
| +4% | +$43.1K | 0.33% | 63 |
|
|
2020
Q3 | $1.12M | Sell |
14,231
-245
| -2% | -$19.4K | 0.34% | 58 |
|
|
2020
Q2 | $1.14M | Buy |
14,476
+5,196
| +56% | +$408K | 0.37% | 57 |
|
|
2020
Q1 | $648K | Buy |
+9,280
| New | +$648K | 0.26% | 75 |
|