Marathon Strategic 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 | $4.19M | Buy |
47,082
+2,824
| +6% | +$252K | 3.9% | 10 |
|
|
2025
Q1 | $4.01M | Buy |
44,258
+477
| +1% | +$43.2K | 4.31% | 9 |
|
|
2024
Q4 | $3.9M | Buy |
43,781
+1,173
| +3% | +$104K | 4.22% | 10 |
|
|
2024
Q3 | $4.15M | Buy |
42,608
+6,396
| +18% | +$623K | 4.39% | 10 |
|
|
2024
Q2 | $3.03M | Buy |
+36,212
| New | +$3.03M | 3.54% | 11 |
|
|
2024
Q1 | – | Sell |
-31,201
| Closed | -$2.76M | – | 35 |
|
|
2023
Q4 | $2.76M | Buy |
+31,201
| New | +$2.76M | 3.73% | 11 |
|