Marcum Wealth’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
Q1 | $330K | Sell |
3,643
-9
| -0.2% | -$815 | 0.03% | 267 |
|
|
2024
Q4 | $325K | Sell |
3,652
-49,854
| -93% | -$4.44M | 0.03% | 269 |
|
|
2024
Q3 | $5.21M | Buy |
53,506
+6,108
| +13% | +$595K | 0.48% | 25 |
|
|
2024
Q2 | $3.97M | Buy |
47,398
+5,769
| +14% | +$483K | 0.4% | 27 |
|
|
2024
Q1 | $3.6M | Buy |
41,629
+4,709
| +13% | +$407K | 0.37% | 27 |
|
|
2023
Q4 | $3.26M | Buy |
36,920
+6,008
| +19% | +$531K | 0.35% | 28 |
|
|
2023
Q3 | $2.34M | Buy |
30,912
+1,372
| +5% | +$104K | 0.28% | 36 |
|
|
2023
Q2 | $2.47M | Buy |
29,540
+4,841
| +20% | +$405K | 0.29% | 34 |
|
|
2023
Q1 | $2.05M | Sell |
24,699
-997
| -4% | -$82.8K | 0.26% | 41 |
|
|
2022
Q4 | $2.12M | Buy |
25,696
+4,467
| +21% | +$368K | 0.28% | 40 |
|
|
2022
Q3 | $1.7M | Buy |
21,229
+3,629
| +21% | +$291K | 0.26% | 45 |
|
|
2022
Q2 | $1.6M | Buy |
17,600
+1,704
| +11% | +$155K | 0.24% | 53 |
|
|
2022
Q1 | $1.72M | Buy |
15,896
+1,145
| +8% | +$124K | 0.24% | 56 |
|
|
2021
Q4 | $1.71M | Buy |
14,751
+3,253
| +28% | +$377K | 0.24% | 58 |
|
|
2021
Q3 | $1.17M | Sell |
11,498
-733
| -6% | -$74.6K | 0.18% | 80 |
|
|
2021
Q2 | $1.25M | Sell |
12,231
-1,715
| -12% | -$175K | 0.2% | 68 |
|
|
2021
Q1 | $1.28M | Sell |
13,946
-2,000
| -13% | -$184K | 0.21% | 66 |
|
|
2020
Q4 | $1.35M | Sell |
15,946
-876
| -5% | -$74.4K | 0.32% | 29 |
|
|
2020
Q3 | $1.33M | Sell |
16,822
-804
| -5% | -$63.5K | 0.41% | 33 |
|
|
2020
Q2 | $1.38M | Buy |
17,626
+11,081
| +169% | +$870K | 0.43% | 35 |
|
|
2020
Q1 | $457K | Buy |
6,545
+478
| +8% | +$33.4K | 0.18% | 40 |
|
|
2019
Q4 | $563K | Buy |
+6,067
| New | +$563K | 0.21% | 46 |
|