McDaniel Terry & Co’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 | $317K | Hold |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $687K | Hold |
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|
2024
Q1 | $709K | Hold |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $489K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $283K | Buy |
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