Petra Financial Advisors’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 | $430K | Buy |
4,831
+3
| +0.1% | +$267 | 0.27% | 93 |
|
|
2025
Q1 | $437K | Buy |
4,828
+4
| +0.1% | +$362 | 0.36% | 62 |
|
|
2024
Q4 | $430K | Buy |
4,824
+3
| +0.1% | +$267 | 0.29% | 92 |
|
|
2024
Q3 | $470K | Buy |
4,821
+1,111
| +30% | +$108K | 0.31% | 87 |
|
|
2024
Q2 | $311K | Hold |
3,710
| – | – | 0.22% | 97 |
|
|
2024
Q1 | $321K | Hold |
3,710
| – | – | 0.24% | 96 |
|
|
2023
Q4 | $328K | Sell |
3,710
-387
| -9% | -$34.2K | 0.27% | 87 |
|
|
2023
Q3 | $310K | Hold |
4,097
| – | – | 0.26% | 93 |
|
|
2023
Q2 | $342K | Buy |
+4,097
| New | +$342K | 0.31% | 83 |
|
|
2023
Q1 | – | Sell |
-4,737
| Closed | -$391K | – | 104 |
|
|
2022
Q4 | $391K | Buy |
+4,737
| New | +$391K | 0.43% | 57 |
|