McClarren Financial 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 | $258K | Buy |
2,897
+339
| +13% | +$30.2K | 0.17% | 64 |
|
|
2025
Q1 | $343K | Buy |
+2,558
| New | +$343K | 0.23% | 54 |
|
|
2024
Q4 | – | Sell |
-2,614
| Closed | -$1.43K | – | 310 |
|
|
2024
Q3 | $1.43K | Buy |
2,614
+1,191
| +84% | +$651 | 0.18% | 35 |
|
|
2024
Q2 | $409K | Sell |
1,423
-4,746
| -77% | -$1.36M | 0.29% | 50 |
|
|
2024
Q1 | $534K | Buy |
6,169
+42
| +0.7% | +$3.64K | 0.38% | 43 |
|
|
2023
Q4 | $541K | Buy |
6,127
+760
| +14% | +$67.1K | 0.41% | 40 |
|
|
2023
Q3 | $403K | Sell |
5,367
-434
| -7% | -$32.6K | 0.35% | 46 |
|
|
2023
Q2 | $484K | Sell |
5,801
-1,431
| -20% | -$119K | 0.4% | 42 |
|
|
2023
Q1 | $590K | Buy |
7,232
+1,183
| +20% | +$96.5K | 0.54% | 32 |
|
|
2022
Q4 | $498K | Buy |
6,049
+358
| +6% | +$29.5K | 0.47% | 39 |
|
|
2022
Q3 | $456K | Buy |
+5,691
| New | +$456K | 0.45% | 35 |
|
|
2022
Q2 | – | Sell |
-4,370
| Closed | -$471K | – | 272 |
|
|
2022
Q1 | $471K | Buy |
4,370
+79
| +2% | +$8.52K | 0.34% | 40 |
|
|
2021
Q4 | $498K | Buy |
4,291
+554
| +15% | +$64.3K | 0.34% | 39 |
|
|
2021
Q3 | $380K | Buy |
3,737
+1,831
| +96% | +$186K | 0.3% | 39 |
|
|
2021
Q2 | $192K | Buy |
1,906
+13
| +0.7% | +$1.31K | 0.16% | 53 |
|
|
2021
Q1 | $173K | Buy |
1,893
+3
| +0.2% | +$274 | 0.15% | 52 |
|
|
2020
Q4 | $160K | Buy |
+1,890
| New | +$160K | 0.15% | 52 |
|