Optimist Retirement Group’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 | $564K | Buy |
6,338
+158
| +3% | +$14.1K | 0.27% | 49 |
|
|
2025
Q1 | $560K | Sell |
6,180
-452
| -7% | -$40.9K | 0.28% | 47 |
|
|
2024
Q4 | $591K | Sell |
6,632
-78
| -1% | -$6.95K | 0.28% | 49 |
|
|
2024
Q3 | $654K | Buy |
6,710
+22
| +0.3% | +$2.14K | 0.3% | 49 |
|
|
2024
Q2 | $560K | Sell |
6,688
-410
| -6% | -$34.3K | 0.29% | 47 |
|
|
2024
Q1 | $614K | Buy |
7,098
+86
| +1% | +$7.44K | 0.32% | 46 |
|
|
2023
Q4 | $620K | Buy |
+7,012
| New | +$620K | 0.4% | 41 |
|