North Ridge Wealth Advisors’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 | $564K | Buy |
6,330
+172
| +3% | +$15.3K | 0.35% | 27 |
|
|
2025
Q1 | $558K | Hold |
6,158
| – | – | 0.37% | 26 |
|
|
2024
Q4 | $549K | Sell |
6,158
-521
| -8% | -$46.4K | 0.38% | 26 |
|
|
2024
Q3 | $651K | Sell |
6,679
-1,764
| -21% | -$172K | 0.44% | 26 |
|
|
2024
Q2 | $707K | Sell |
8,443
-1,147
| -12% | -$96.1K | 0.54% | 24 |
|
|
2024
Q1 | $829K | Buy |
9,590
+47
| +0.5% | +$4.06K | 0.64% | 23 |
|
|
2023
Q4 | $843K | Sell |
9,543
-2,979
| -24% | -$263K | 0.7% | 22 |
|
|
2023
Q3 | $947K | Sell |
12,522
-400
| -3% | -$30.3K | 0.92% | 21 |
|
|
2023
Q2 | $1.08M | Buy |
12,922
+70
| +0.5% | +$5.85K | 1.03% | 19 |
|
|
2023
Q1 | $1.07M | Buy |
+12,852
| New | +$1.07M | 1.07% | 19 |
|