Northwest Financial 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 | – | Sell |
-3,857
| Closed | -$349K | – | 119 |
|
|
2025
Q1 | $349K | Hold |
3,857
| – | – | 0.29% | 78 |
|
|
2024
Q4 | $344K | Buy |
3,857
+3,002
| +351% | +$267K | 0.28% | 78 |
|
|
2024
Q3 | $83.3K | Buy |
+855
| New | +$83.3K | 0.07% | 176 |
|
|
2024
Q1 | – | Sell |
-1,071
| Closed | -$94.6K | – | 516 |
|
|
2023
Q4 | $94.6K | Buy |
+1,071
| New | +$94.6K | 0.08% | 146 |
|