Narus Financial Partners’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
2023 Q4	–	Sell	-9,369	Closed	-$709K	–	140
2023 Q3	$709K	Sell	9,369 -605	-6%	-$49.9K	0.36%	51
2023 Q2	$833K	Sell	9,974 -1,262	-11%	-$103K	0.43%	44
2023 Q1	$933K	Buy	11,236 +533	+5%	+$45.8K	0.51%	37
2022 Q4	$883K	Buy	10,703 +2,857	+36%	+$237K	0.51%	36
2022 Q3	$629K	Buy	7,846 +247	+3%	+$23.1K	0.4%	45
2022 Q2	$692K	Buy	+7,599	New	+$757K	0.44%	42
2021 Q1	$205K	Buy	+2,230	New	+$196K	0.12%	104
2019 Q4	$241K	Buy	+2,599	New	+$241K	0.17%	66
2017 Q3	$493K	Sell	5,933 -57	-1%	-$4.76K	0.43%	35
2017 Q2	$499K	Sell	5,990 -15	-0.2%	-$1.25K	0.46%	31
2017 Q1	$496K	Sell	6,005 -152	-2%	-$12.6K	0.48%	31
2016 Q4	$508K	Buy	+6,157	New	+$501K	0.54%	28