Martel Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
6,647
| – | – | 0.06% | 54 |
|
|
2025
Q1 | $269K | Hold |
6,647
| – | – | 0.05% | 59 |
|
|
2024
Q4 | $263K | Buy |
6,647
+325
| +5% | +$12.9K | 0.05% | 60 |
|
|
2024
Q3 | $296K | Hold |
6,322
| – | – | 0.06% | 40 |
|
|
2024
Q2 | $256K | Hold |
6,322
| – | – | 0.06% | 43 |
|
|
2024
Q1 | $266K | Hold |
6,322
| – | – | 0.06% | 42 |
|
|
2023
Q4 | $269K | Buy |
6,322
+231
| +4% | +$9.84K | 0.06% | 45 |
|
|
2023
Q3 | $237K | Hold |
6,091
| – | – | 0.06% | 48 |
|
|
2023
Q2 | $245K | Hold |
6,091
| – | – | 0.06% | 48 |
|
|
2023
Q1 | $247K | Hold |
6,091
| – | – | 0.06% | 45 |
|
|
2022
Q4 | $252K | Buy |
6,091
+34
| +0.6% | +$1.41K | 0.07% | 42 |
|
|
2022
Q3 | $231K | Hold |
6,057
| – | – | 0.07% | 44 |
|
|
2022
Q2 | $268K | Hold |
6,057
| – | – | 0.07% | 43 |
|
|
2022
Q1 | $315K | Hold |
6,057
| – | – | 0.08% | 42 |
|
|
2021
Q4 | $327K | Buy |
6,057
+310
| +5% | +$16.7K | 0.08% | 41 |
|
|
2021
Q3 | $324K | Buy |
5,747
+61
| +1% | +$3.44K | 0.08% | 41 |
|
|
2021
Q2 | $332K | Hold |
5,686
| – | – | 0.08% | 40 |
|
|
2021
Q1 | $317K | Hold |
5,686
| – | – | 0.09% | 39 |
|
|
2020
Q4 | $309K | Buy |
5,686
+53
| +0.9% | +$2.88K | 0.09% | 41 |
|
|
2020
Q3 | $274K | Hold |
5,633
| – | – | 0.09% | 39 |
|
|
2020
Q2 | $263K | Hold |
5,633
| – | – | 0.09% | 39 |
|
|
2020
Q1 | $242K | Hold |
5,633
| – | – | 0.09% | 36 |
|
|
2019
Q4 | $333K | Buy |
5,633
+332
| +6% | +$19.6K | 0.11% | 34 |
|
|
2019
Q3 | $311K | Buy |
5,301
+38
| +0.7% | +$2.23K | 0.11% | 33 |
|
|
2019
Q2 | $311K | Buy |
5,263
+36
| +0.7% | +$2.12K | 0.11% | 33 |
|
|
2019
Q1 | $311K | Hold |
5,227
| – | – | 0.12% | 33 |
|
|
2018
Q4 | $274K | Buy |
5,227
+356
| +7% | +$18.7K | 0.11% | 36 |
|
|
2018
Q3 | $274K | Buy |
+4,871
| New | +$274K | 0.1% | 32 |
|