Petix & Botte Financial’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 | $2.69M | Sell |
30,218
-1,991
| -6% | -$177K | 0.66% | 35 |
|
|
2025
Q1 | $2.92M | Sell |
32,209
-4,256
| -12% | -$385K | 0.77% | 35 |
|
|
2024
Q4 | $3.25M | Sell |
36,465
-13,735
| -27% | -$1.22M | 0.85% | 32 |
|
|
2024
Q3 | $4.89M | Buy |
50,200
+1,770
| +4% | +$172K | 1.3% | 21 |
|
|
2024
Q2 | $4.06M | Buy |
48,430
+9,933
| +26% | +$832K | 1.15% | 21 |
|
|
2024
Q1 | $3.33M | Sell |
38,497
-13,253
| -26% | -$1.15M | 0.83% | 38 |
|
|
2023
Q4 | $4.57M | Sell |
51,750
-426
| -0.8% | -$37.6K | 1.35% | 21 |
|
|
2023
Q3 | $3.95M | Buy |
52,176
+1,158
| +2% | +$87.6K | 1.24% | 21 |
|
|
2023
Q2 | $4.26M | Buy |
51,018
+27,262
| +115% | +$2.28M | 1.32% | 21 |
|
|
2023
Q1 | $1.97M | Buy |
+23,756
| New | +$1.97M | 1.33% | 22 |
|
|
2022
Q3 | $1.68M | Buy |
21,001
+557
| +3% | +$44.7K | 1.28% | 22 |
|
|
2022
Q2 | $1.86M | Sell |
20,444
-20,594
| -50% | -$1.88M | 1.37% | 22 |
|
|
2022
Q1 | $4.45M | Buy |
41,038
+22,220
| +118% | +$2.41M | 1.37% | 21 |
|
|
2021
Q4 | $2.18M | Sell |
18,818
-18,342
| -49% | -$2.13M | 1.39% | 21 |
|
|
2021
Q3 | $3.78M | Buy |
37,160
+18,570
| +100% | +$1.89M | 1.28% | 20 |
|
|
2021
Q2 | $1.89M | Sell |
18,590
-415
| -2% | -$42.2K | 1.32% | 22 |
|
|
2021
Q1 | $1.75M | Buy |
19,005
+877
| +5% | +$80.6K | 1.29% | 22 |
|
|
2020
Q4 | $1.54M | Sell |
18,128
-543
| -3% | -$46.1K | 1.15% | 24 |
|
|
2020
Q3 | $1.48M | Sell |
18,671
-20,297
| -52% | -$1.61M | 1.18% | 24 |
|
|
2020
Q2 | $1.54M | Buy |
38,968
+18,725
| +93% | +$739K | 1.27% | 22 |
|
|
2020
Q1 | $1.41M | Buy |
20,243
+2,104
| +12% | +$147K | 1.38% | 22 |
|
|
2019
Q4 | $1.68M | Buy |
+18,139
| New | +$1.68M | 1.32% | 21 |
|