Occidental Asset Management’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
Q2 | $395K | Sell |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $460K | Sell |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $393K | Hold |
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|
2018
Q3 | $425K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $507K | Sell |
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|
2017
Q1 | $513K | Sell |
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|
2016
Q4 | $2.18M | Buy |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.52M | Buy |
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|
2016
Q1 | $989K | Sell |
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|
2015
Q4 | $997K | Buy |
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|
2015
Q3 | $891K | Sell |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $1.72M | Buy |
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|
2014
Q4 | $1.06M | Buy |
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|
2014
Q3 | $917K | Buy |
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|
2014
Q2 | $680K | Buy |
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|
2014
Q1 | $452K | Buy |
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