Panoramic Investment Advisors’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 | $217K | Buy |
2,434
+10
| +0.4% | +$891 | 0.13% | 111 |
|
|
2025
Q1 | $219K | Sell |
2,424
-100
| -4% | -$9.06K | 0.15% | 106 |
|
|
2024
Q4 | $225K | Sell |
2,524
-178
| -7% | -$15.9K | 0.15% | 107 |
|
|
2024
Q3 | $263K | Buy |
+2,702
| New | +$263K | 0.18% | 99 |
|
|
2024
Q1 | $267K | Buy |
3,086
+9
| +0.3% | +$778 | 0.2% | 91 |
|
|
2023
Q4 | $272K | Sell |
3,077
-62
| -2% | -$5.48K | 0.24% | 85 |
|
|
2023
Q3 | $237K | Buy |
+3,139
| New | +$237K | 0.22% | 87 |
|
|
2022
Q4 | $627K | Buy |
+7,597
| New | +$627K | 0.64% | 42 |
|