Montecito Bank & Trust’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 | $1.7M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $914K | Sell |
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $979K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $828K | Sell |
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|
2020
Q2 | $917K | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $765K | Buy |
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|
2018
Q1 | $602K | Buy |
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|
2017
Q4 | $650K | Buy |
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|
2017
Q3 | $630K | Sell |
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|
2017
Q2 | $702K | Sell |
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|
2017
Q1 | $735K | Buy |
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|
2016
Q4 | $709K | Sell |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $982K | Sell |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $508K | Sell |
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|
2015
Q3 | $885K | Sell |
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|
2015
Q2 | $1.07M | Hold |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.08M | Buy |
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|
2014
Q3 | $514K | Sell |
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|
2014
Q2 | $1.1M | Sell |
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|
2014
Q1 | $1.05M | Sell |
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|
2013
Q4 | $988K | Buy |
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|
2013
Q3 | $898K | Buy |
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|
2013
Q2 | $731K | Buy |
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