Perissos Private 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 | $310K | Buy |
3,481
+4
| +0.1% | +$356 | 0.25% | 56 |
|
|
2025
Q1 | $315K | Sell |
3,477
-245
| -7% | -$22.2K | 0.29% | 55 |
|
|
2024
Q4 | $332K | Buy |
3,722
+5
| +0.1% | +$445 | 0.25% | 64 |
|
|
2024
Q3 | $362K | Sell |
3,717
-69
| -2% | -$6.72K | 0.29% | 61 |
|
|
2024
Q2 | $317K | Sell |
3,786
-909
| -19% | -$76.1K | 0.28% | 62 |
|
|
2024
Q1 | $406K | Buy |
+4,695
| New | +$406K | 0.37% | 52 |
|