Mosaic Financial Group’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
$399K Buy
4,476
+9
+0.2% +$802 0.31% 72
2025
Q1
$404K Sell
4,467
-82
-2% -$7.42K 0.33% 68
2024
Q4
$405K Buy
4,549
+107
+2% +$9.53K 0.29% 69
2024
Q3
$433K Buy
4,442
+11
+0.2% +$1.07K 0.31% 67
2024
Q2
$371K Buy
4,431
+382
+9% +$32K 0.27% 72
2024
Q1
$350K Buy
+4,049
New +$350K 0.28% 72