Perissos Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Perissos Private Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Sell
2025 Q2	$310K	Buy
2025 Q1	$315K	Sell
2024 Q4	$332K	Buy
2024 Q3	$362K	Sell
2024 Q2	$317K	Sell
2024 Q1	$406K	Buy