Mosaic Family Wealth Partners’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 | $687K | Sell |
7,709
-1,940
| -20% | -$173K | 0.09% | 105 |
|
|
2025
Q1 | $874K | Sell |
9,649
-1,017
| -10% | -$92.1K | 0.12% | 86 |
|
|
2024
Q4 | $950K | Sell |
10,666
-1,788
| -14% | -$159K | 0.14% | 84 |
|
|
2024
Q3 | $1.21M | Sell |
12,454
-9,158
| -42% | -$892K | 0.18% | 65 |
|
|
2024
Q2 | $1.81M | Buy |
21,612
+577
| +3% | +$48.3K | 0.29% | 40 |
|
|
2024
Q1 | $1.82M | Buy |
21,035
+3,103
| +17% | +$268K | 0.3% | 37 |
|
|
2023
Q4 | $1.58M | Sell |
17,932
-1,637
| -8% | -$145K | 0.27% | 41 |
|
|
2023
Q3 | $1.48M | Buy |
19,569
+1,969
| +11% | +$149K | 0.3% | 39 |
|
|
2023
Q2 | $1.47M | Sell |
17,600
-1,368
| -7% | -$114K | 0.29% | 42 |
|
|
2023
Q1 | $1.58M | Buy |
18,968
+206
| +1% | +$17.1K | 0.33% | 41 |
|
|
2022
Q4 | $1.55M | Buy |
+18,762
| New | +$1.55M | 0.44% | 39 |
|