Marcum Wealth’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
Q1 | $330K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $5.21M | Buy |
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|
2024
Q2 | $3.97M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.26M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.12M | Buy |
|
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $563K | Buy |
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