OCM
Objective Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,834
| Closed | -$341K | – | 136 |
|
|
2024
Q4 | $341K | Buy |
3,834
+12
| +0.3% | +$1.07K | 0.23% | 94 |
|
|
2024
Q3 | $372K | Buy |
+3,822
| New | +$372K | 0.22% | 97 |
|
|
2024
Q1 | $354K | Sell |
4,088
-674
| -14% | -$58.3K | 0.24% | 89 |
|
|
2023
Q4 | $421K | Sell |
4,762
-211
| -4% | -$18.6K | 0.32% | 68 |
|
|
2023
Q3 | $376K | Buy |
4,973
+214
| +4% | +$16.2K | 0.33% | 66 |
|
|
2023
Q2 | $398K | Sell |
4,759
-260
| -5% | -$21.7K | 0.35% | 63 |
|
|
2023
Q1 | $417K | Sell |
5,019
-382
| -7% | -$31.7K | 0.38% | 60 |
|
|
2022
Q4 | $445K | Sell |
5,401
-1,099
| -17% | -$90.6K | 0.44% | 55 |
|
|
2022
Q3 | $521K | Hold |
6,500
| – | – | 0.56% | 47 |
|
|
2022
Q2 | $592K | Buy |
6,500
+61
| +0.9% | +$5.56K | 0.6% | 46 |
|
|
2022
Q1 | $698K | Sell |
6,439
-803
| -11% | -$87K | 0.54% | 43 |
|
|
2021
Q4 | $840K | Buy |
+7,242
| New | +$840K | 0.59% | 37 |
|