PP
PDS Planning’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
62,187
-2,156
| -3% | -$192K | 0.41% | 41 |
|
|
2025
Q1 | $5.83M | Buy |
64,343
+4,063
| +7% | +$368K | 0.49% | 35 |
|
|
2024
Q4 | $5.37M | Buy |
60,280
+1,594
| +3% | +$142K | 0.48% | 38 |
|
|
2024
Q3 | $5.72M | Buy |
58,686
+8
| +0% | +$779 | 0.51% | 33 |
|
|
2024
Q2 | $4.91M | Buy |
58,678
+1,487
| +3% | +$125K | 0.5% | 38 |
|
|
2024
Q1 | $4.95M | Buy |
57,191
+721
| +1% | +$62.4K | 0.52% | 34 |
|
|
2023
Q4 | $4.99M | Sell |
56,470
-11,216
| -17% | -$991K | 0.57% | 32 |
|
|
2023
Q3 | $5.12M | Buy |
67,686
+5,404
| +9% | +$409K | 0.66% | 31 |
|
|
2023
Q2 | $5.2M | Sell |
62,282
-467
| -0.7% | -$39K | 0.67% | 31 |
|
|
2023
Q1 | $5.21M | Buy |
62,749
+1,996
| +3% | +$166K | 0.72% | 29 |
|
|
2022
Q4 | $5.01M | Buy |
60,753
+15,686
| +35% | +$1.29M | 0.8% | 29 |
|
|
2022
Q3 | $3.61M | Sell |
45,067
-1,372
| -3% | -$110K | 0.66% | 30 |
|
|
2022
Q2 | $4.23M | Buy |
46,439
+6,540
| +16% | +$596K | 0.77% | 29 |
|
|
2022
Q1 | $4.32M | Buy |
39,899
+2,178
| +6% | +$236K | 0.76% | 27 |
|
|
2021
Q4 | $4.38M | Buy |
37,721
+656
| +2% | +$76.1K | 0.84% | 24 |
|
|
2021
Q3 | $3.77M | Buy |
37,065
+345
| +0.9% | +$35.1K | 0.87% | 29 |
|
|
2021
Q2 | $3.74M | Buy |
36,720
+205
| +0.6% | +$20.9K | 0.91% | 30 |
|
|
2021
Q1 | $3.35M | Buy |
36,515
+283
| +0.8% | +$26K | 0.97% | 28 |
|
|
2020
Q4 | $3.08M | Buy |
36,232
+516
| +1% | +$43.8K | 1.06% | 30 |
|
|
2020
Q3 | $2.82M | Buy |
35,716
+6,137
| +21% | +$485K | 1.15% | 27 |
|
|
2020
Q2 | $2.32M | Buy |
+29,579
| New | +$2.32M | 1.05% | 31 |
|