McGlone Suttner Wealth Management’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 | $272K | Sell |
3,054
-491
| -14% | -$43.7K | 0.04% | 161 |
|
|
2025
Q1 | $321K | Sell |
3,545
-65
| -2% | -$5.89K | 0.05% | 148 |
|
|
2024
Q4 | $322K | Buy |
3,610
+827
| +30% | +$73.7K | 0.05% | 134 |
|
|
2024
Q3 | $271K | Sell |
2,783
-781
| -22% | -$76.1K | 0.06% | 142 |
|
|
2024
Q2 | $315K | Sell |
3,564
-10
| -0.3% | -$884 | 0.06% | 116 |
|
|
2024
Q1 | $309K | Buy |
3,574
+10
| +0.3% | +$865 | 0.06% | 131 |
|
|
2023
Q4 | $315K | Sell |
3,564
-685
| -16% | -$60.5K | 0.06% | 116 |
|
|
2023
Q3 | $322K | Buy |
4,249
+12
| +0.3% | +$908 | 0.07% | 100 |
|
|
2023
Q2 | $354K | Hold |
4,237
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $352K | Sell |
4,237
-331
| -7% | -$27.5K | 0.09% | 92 |
|
|
2022
Q4 | $377K | Buy |
+4,568
| New | +$377K | 0.12% | 81 |
|