Monterey Private Wealth’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
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $2.43M | Sell |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.97M | Sell |
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|
2022
Q1 | $3.6M | Sell |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.32M | Buy |
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|
2021
Q2 | $3.26M | Buy |
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|
2021
Q1 | $3.06M | Sell |
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|
2020
Q4 | $2.66M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $2.02M | Buy |
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