Novak & Powell Financial 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 | $1.04M | Sell |
11,644
-5,459
| -32% | -$486K | 0.72% | 28 |
|
|
2025
Q1 | $1.55M | Sell |
17,103
-562
| -3% | -$50.9K | 0.96% | 24 |
|
|
2024
Q4 | $1.57M | Buy |
17,665
+50
| +0.3% | +$4.45K | 0.94% | 26 |
|
|
2024
Q3 | $1.72M | Buy |
17,615
+70
| +0.4% | +$6.82K | 0.99% | 25 |
|
|
2024
Q2 | $1.47M | Buy |
17,545
+5,458
| +45% | +$457K | 0.91% | 33 |
|
|
2024
Q1 | $1.05M | Sell |
12,087
-5,788
| -32% | -$501K | 0.78% | 30 |
|
|
2023
Q4 | $1.58M | Buy |
+17,875
| New | +$1.58M | 1.06% | 24 |
|