Physician Wealth 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 | $3.23M | Sell |
36,218
-702
| -2% | -$62.5K | 0.51% | 38 |
|
|
2025
Q1 | $3.34M | Sell |
36,920
-2,796
| -7% | -$253K | 0.58% | 36 |
|
|
2024
Q4 | $3.54M | Buy |
39,716
+2,378
| +6% | +$212K | 0.6% | 34 |
|
|
2024
Q3 | $3.6M | Buy |
37,338
+1,291
| +4% | +$125K | 0.65% | 32 |
|
|
2024
Q2 | $3.21M | Buy |
36,047
+1,014
| +3% | +$90.4K | 0.59% | 33 |
|
|
2024
Q1 | $2.77M | Buy |
35,033
+1,288
| +4% | +$102K | 0.58% | 36 |
|
|
2023
Q4 | $2.9M | Buy |
33,745
+1,797
| +6% | +$154K | 0.65% | 31 |
|
|
2023
Q3 | $2.4M | Buy |
31,948
+1,097
| +4% | +$82.4K | 0.62% | 31 |
|
|
2023
Q2 | $2.6M | Buy |
30,851
+1,135
| +4% | +$95.8K | 0.65% | 30 |
|
|
2023
Q1 | $2.47M | Buy |
29,716
+693
| +2% | +$57.6K | 0.65% | 28 |
|
|
2022
Q4 | $2.56M | Sell |
29,023
-253
| -0.9% | -$22.3K | 0.69% | 30 |
|
|
2022
Q3 | $2.39M | Buy |
29,276
+479
| +2% | +$39.1K | 0.73% | 27 |
|
|
2022
Q2 | $2.83M | Buy |
28,797
+406
| +1% | +$39.9K | 0.82% | 25 |
|
|
2022
Q1 | $2.95M | Buy |
28,391
+7,869
| +38% | +$817K | 0.78% | 28 |
|
|
2021
Q4 | $2.28M | Buy |
20,522
+277
| +1% | +$30.8K | 0.6% | 33 |
|
|
2021
Q3 | $2.15M | Sell |
20,245
-120
| -0.6% | -$12.8K | 0.59% | 34 |
|
|
2021
Q2 | $2.14M | Buy |
20,365
+71
| +0.3% | +$7.45K | 0.61% | 34 |
|
|
2021
Q1 | $1.91M | Buy |
20,294
+196
| +1% | +$18.4K | 0.62% | 33 |
|
|
2020
Q4 | $1.78M | Sell |
20,098
-1,220
| -6% | -$108K | 0.6% | 33 |
|
|
2020
Q3 | $1.67M | Buy |
21,318
+491
| +2% | +$38.5K | 0.67% | 32 |
|
|
2020
Q2 | $1.72M | Buy |
20,827
+558
| +3% | +$46.1K | 0.69% | 29 |
|
|
2020
Q1 | $1.48M | Buy |
20,269
+4,543
| +29% | +$332K | 0.74% | 30 |
|
|
2019
Q4 | $1.47M | Sell |
15,726
-1,139
| -7% | -$106K | 0.65% | 29 |
|
|
2019
Q3 | $1.55M | Buy |
+16,865
| New | +$1.55M | 0.76% | 27 |
|