Partners Wealth Management’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
$409K Sell
4,516
-503
-10% -$45.6K 0.47% 58
2025
Q1
$454K Buy
5,019
+217
+5% +$19.6K 0.52% 54
2024
Q4
$428K Buy
+4,802
New +$428K 0.49% 59