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Oak Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Oak Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
15,232
+11,462
+304% +$1.02M 0.87% 16
2025
Q1 		$341K Hold
3,770
– – 0.25% 43
2024
Q4 		$336K Buy
+3,770
New +$336K 0.26% 46