Nicolet Advisory Services’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 | $964K | Sell |
10,842
-611
| -5% | -$54.3K | 0.08% | 127 |
|
|
2025
Q1 | $946K | Sell |
11,453
-1,838
| -14% | -$152K | 0.09% | 113 |
|
|
2024
Q4 | $1.14M | Buy |
13,291
+1,428
| +12% | +$122K | 0.1% | 102 |
|
|
2024
Q3 | $1.13M | Buy |
11,863
+50
| +0.4% | +$4.78K | 0.11% | 104 |
|
|
2024
Q2 | $997K | Sell |
11,813
-3,827
| -24% | -$323K | 0.1% | 107 |
|
|
2024
Q1 | $1.34M | Sell |
15,640
-989
| -6% | -$85K | 0.14% | 80 |
|
|
2023
Q4 | $1.44M | Buy |
16,629
+423
| +3% | +$36.6K | 0.15% | 72 |
|
|
2023
Q3 | $1.19M | Sell |
16,206
-1,143
| -7% | -$84.3K | 0.13% | 84 |
|
|
2023
Q2 | $1.46M | Sell |
17,349
-772
| -4% | -$64.8K | 0.16% | 71 |
|
|
2023
Q1 | $1.49M | Buy |
18,121
+9,088
| +101% | +$749K | 0.17% | 68 |
|
|
2022
Q4 | $791K | Buy |
+9,033
| New | +$791K | 0.1% | 94 |
|