Perennial Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $992K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $366K | Buy |
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