Peak Financial 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 | $367K | Buy |
4,116
+20
| +0.5% | +$1.78K | 0.1% | 67 |
|
|
2025
Q1 | $371K | Sell |
4,096
-510
| -11% | -$46.2K | 0.11% | 64 |
|
|
2024
Q4 | $410K | Buy |
4,606
+40
| +0.9% | +$3.56K | 0.12% | 64 |
|
|
2024
Q3 | $445K | Buy |
4,566
+410
| +10% | +$39.9K | 0.13% | 62 |
|
|
2024
Q2 | $348K | Buy |
4,156
+17
| +0.4% | +$1.42K | 0.11% | 69 |
|
|
2024
Q1 | $358K | Buy |
4,139
+405
| +11% | +$35K | 0.11% | 65 |
|
|
2023
Q4 | $330K | Sell |
3,734
-1,256
| -25% | -$111K | 0.11% | 65 |
|
|
2023
Q3 | $378K | Sell |
4,990
-30,604
| -86% | -$2.32M | 0.14% | 53 |
|
|
2023
Q2 | $2.97M | Sell |
35,594
-9,396
| -21% | -$785K | 1.06% | 29 |
|
|
2023
Q1 | $3.74M | Sell |
44,990
-689
| -2% | -$57.2K | 1.39% | 29 |
|
|
2022
Q4 | $3.77M | Sell |
45,679
-21
| -0% | -$1.73K | 1.48% | 27 |
|
|
2022
Q3 | $3.66M | Sell |
45,700
-3,209
| -7% | -$257K | 1.53% | 27 |
|
|
2022
Q2 | $4.46M | Buy |
48,909
+232
| +0.5% | +$21.1K | 1.71% | 25 |
|
|
2022
Q1 | $5.28M | Buy |
48,677
+1,208
| +3% | +$131K | 1.77% | 26 |
|
|
2021
Q4 | $5.51M | Sell |
47,469
-1,217
| -2% | -$141K | 1.78% | 25 |
|
|
2021
Q3 | $4.96M | Buy |
48,686
+353
| +0.7% | +$35.9K | 1.68% | 26 |
|
|
2021
Q2 | $4.92M | Sell |
48,333
-137
| -0.3% | -$13.9K | 1.67% | 26 |
|
|
2021
Q1 | $4.45M | Sell |
48,470
-27
| -0.1% | -$2.48K | 1.61% | 26 |
|
|
2020
Q4 | $4.12M | Buy |
48,497
+2,154
| +5% | +$183K | 1.55% | 26 |
|
|
2020
Q3 | $3.66M | Sell |
46,343
-71
| -0.2% | -$5.61K | 1.58% | 26 |
|
|
2020
Q2 | $3.65M | Sell |
46,414
-5,704
| -11% | -$448K | 1.71% | 25 |
|
|
2020
Q1 | $3.64M | Sell |
52,118
-1,177
| -2% | -$82.2K | 1.86% | 25 |
|
|
2019
Q4 | $4.95M | Sell |
53,295
-1,822
| -3% | -$169K | 2.11% | 19 |
|
|
2019
Q3 | $5.14M | Buy |
55,117
+306
| +0.6% | +$28.5K | 2.28% | 19 |
|
|
2019
Q2 | $4.79M | Sell |
54,811
-1,954
| -3% | -$171K | 2.15% | 20 |
|
|
2019
Q1 | $4.93M | Sell |
56,765
-24,339
| -30% | -$2.12M | 2.27% | 20 |
|
|
2018
Q4 | $6.05M | Sell |
81,104
-5,099
| -6% | -$380K | 2.98% | 10 |
|
|
2018
Q3 | $6.96M | Sell |
86,203
-4,342
| -5% | -$350K | 3.13% | 14 |
|
|
2018
Q2 | $7.38M | Sell |
90,545
-1,912
| -2% | -$156K | 3.41% | 10 |
|
|
2018
Q1 | $6.98M | Sell |
92,457
-10,059
| -10% | -$759K | 3.32% | 11 |
|
|
2017
Q4 | $8.51M | Sell |
102,516
-2,049
| -2% | -$170K | 3.22% | 13 |
|
|
2017
Q3 | $8.69M | Sell |
104,565
-153
| -0.1% | -$12.7K | 3.35% | 12 |
|
|
2017
Q2 | $8.72M | Buy |
104,718
+1,177
| +1% | +$98K | 3.41% | 13 |
|
|
2017
Q1 | $8.55M | Buy |
103,541
+3,050
| +3% | +$252K | 3.45% | 12 |
|
|
2016
Q4 | $8.29M | Sell |
100,491
-10,203
| -9% | -$842K | 3.61% | 12 |
|
|
2016
Q3 | $9.6M | Sell |
110,694
-4,195
| -4% | -$364K | 4.15% | 10 |
|
|
2016
Q2 | $10.2M | Buy |
+114,889
| New | +$10.2M | 4.54% | 10 |
|
|
2015
Q4 | $10.3M | Buy |
+128,587
| New | +$10.3M | 4.69% | 9 |
|