Partners in Financial Planning’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 | $13.7M | Buy |
153,331
+2,268
| +2% | +$202K | 2.52% | 11 |
|
|
2025
Q1 | $13.7M | Buy |
151,063
+3,274
| +2% | +$296K | 2.75% | 10 |
|
|
2024
Q4 | $13.2M | Sell |
147,789
-5,975
| -4% | -$532K | 2.69% | 10 |
|
|
2024
Q3 | $15M | Buy |
153,764
+665
| +0.4% | +$64.8K | 3.02% | 9 |
|
|
2024
Q2 | $12.8M | Buy |
153,099
+1,544
| +1% | +$129K | 2.79% | 9 |
|
|
2024
Q1 | $13.1M | Buy |
151,555
+1,000
| +0.7% | +$86.5K | 2.92% | 9 |
|
|
2023
Q4 | $13.3M | Buy |
150,555
+4,280
| +3% | +$378K | 3.12% | 9 |
|
|
2023
Q3 | $11.1M | Buy |
146,275
+6,380
| +5% | +$483K | 2.85% | 10 |
|
|
2023
Q2 | $11.7M | Sell |
139,895
-1,926
| -1% | -$161K | 2.98% | 9 |
|
|
2023
Q1 | $11.8M | Buy |
141,821
+1,792
| +1% | +$149K | 3.1% | 9 |
|
|
2022
Q4 | $11.6M | Buy |
140,029
+1,609
| +1% | +$133K | 3.2% | 9 |
|
|
2022
Q3 | $11.8M | Buy |
138,420
+20,183
| +17% | +$1.73M | 3.38% | 9 |
|
|
2022
Q2 | $11.3M | Buy |
118,237
+2,338
| +2% | +$224K | 3.6% | 9 |
|
|
2022
Q1 | $12.7M | Buy |
115,899
+1,600
| +1% | +$176K | 4% | 7 |
|
|
2021
Q4 | $11.8M | Buy |
114,299
+3,357
| +3% | +$347K | 3.61% | 9 |
|
|
2021
Q3 | $11.3M | Sell |
110,942
-377
| -0.3% | -$38.4K | 3.52% | 8 |
|
|
2021
Q2 | $11.3M | Buy |
+111,319
| New | +$11.3M | 3.55% | 10 |
|