Paces Ferry Wealth Advisors’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 | $310K | Sell |
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2025
Q1 | $375K | Sell |
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2024
Q4 | $376K | Buy |
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2024
Q3 | $405K | Buy |
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2024
Q2 | $345K | Sell |
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2024
Q1 | $363K | Sell |
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2023
Q4 | $402K | Buy |
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2023
Q3 | $338K | Sell |
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2023
Q2 | $430K | Sell |
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2023
Q1 | $462K | Sell |
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2022
Q4 | $482K | Buy |
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2022
Q3 | $464K | Buy |
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2022
Q2 | $523K | Buy |
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2022
Q1 | $606K | Buy |
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2021
Q4 | $644K | Buy |
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2021
Q3 | $561K | Buy |
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2021
Q2 | $556K | Buy |
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2021
Q1 | $497K | Buy |
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2020
Q4 | $458K | Sell |
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2020
Q3 | $475K | Buy |
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