Oakworth Capital’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $139K | Buy |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $144K | Hold |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $149K | Hold |
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|
2024
Q2 | $128K | Sell |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $181K | Sell |
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|
2022
Q3 | $179K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $266K | Sell |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $335K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $368K | Buy |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $350K | Sell |
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|
2017
Q1 | $367K | Sell |
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|
2016
Q4 | $361K | Buy |
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|
2016
Q3 | $359K | Buy |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $353K | Buy |
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|
2015
Q4 | $289K | Buy |
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