Paladin Advisory 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 | $249K | Sell |
2,799
-10
| -0.4% | -$890 | 0.19% | 72 |
|
|
2025
Q1 | $254K | Sell |
2,809
-214
| -7% | -$19.4K | 0.2% | 73 |
|
|
2024
Q4 | $269K | Sell |
3,023
-68
| -2% | -$6.06K | 0.21% | 72 |
|
|
2024
Q3 | $301K | Sell |
3,091
-229
| -7% | -$22.3K | 0.22% | 69 |
|
|
2024
Q2 | $275K | Buy |
3,320
+63
| +2% | +$5.23K | 0.21% | 73 |
|
|
2024
Q1 | $277K | Buy |
3,257
+15
| +0.5% | +$1.28K | 0.22% | 73 |
|
|
2023
Q4 | $286K | Sell |
3,242
-2,215
| -41% | -$196K | 0.24% | 71 |
|
|
2023
Q3 | $413K | Sell |
5,457
-573
| -10% | -$43.3K | 0.35% | 55 |
|
|
2023
Q2 | $504K | Sell |
6,030
-403
| -6% | -$33.7K | 0.4% | 47 |
|
|
2023
Q1 | $534K | Buy |
+6,433
| New | +$534K | 0.44% | 46 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 241 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 246 |
|
|
2022
Q2 | – | Sell |
-2,941
| Closed | -$324K | – | 247 |
|
|
2022
Q1 | $324K | Buy |
+2,941
| New | +$324K | 0.26% | 66 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 240 |
|