Martel Wealth Advisors’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
Q3 | $967K | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $831K | Buy |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $871K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $672K | Buy |
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|
2020
Q2 | $666K | Buy |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $696K | Sell |
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|
2019
Q2 | $653K | Sell |
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|
2019
Q1 | $650K | Sell |
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|
2018
Q4 | $565K | Sell |
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|
2018
Q3 | $615K | Buy |
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