Mechanics Bank - Trust Department’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
Q2 | $589K | Sell |
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|
2025
Q1 | $690K | Hold |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $781K | Hold |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $269K | Buy |
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|
2016
Q3 | $239K | Buy |
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