Piedmont Capital 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
$960K Buy
10,780
+71
+0.7% +$6.32K 0.56% 24
2025
Q1
$854K Sell
10,709
-384
-3% -$30.6K 0.61% 23
2024
Q4
$979K Sell
11,093
-168
-1% -$14.8K 0.59% 23
2024
Q3
$1.09M Sell
11,261
-36,711
-77% -$3.56M 0.66% 24
2024
Q2
$4.02M Hold
47,972
2.73% 9
2024
Q1
$4.02M Sell
47,972
-1,098
-2% -$92K 2.73% 9
2023
Q4
$4.34M Sell
49,070
-1,563
-3% -$138K 3.16% 9
2023
Q3
$3.83M Buy
50,633
+38,348
+312% +$2.9M 3.05% 9
2023
Q2
$1.03M Buy
12,285
+292
+2% +$24.4K 0.78% 18
2023
Q1
$985K Buy
11,993
+542
+5% +$44.5K 0.79% 18
2022
Q4
$946K Sell
11,451
-754
-6% -$62.3K 0.79% 18
2022
Q3
$984K Sell
12,205
-1,592
-12% -$128K 0.89% 12
2022
Q2
$1.26M Sell
13,797
-105,747
-88% -$9.63M 1.29% 12
2022
Q1
$13.1M Buy
119,544
+8,406
+8% +$921K 9.84% 2
2021
Q4
$12.9M Buy
111,138
+2,267
+2% +$263K 10.13% 3
2021
Q3
$11.4M Buy
108,871
+5,810
+6% +$607K 9.08% 3
2021
Q2
$10.6M Buy
103,061
+3,308
+3% +$339K 8.78% 4
2021
Q1
$9.22M Buy
99,753
+94,771
+1,902% +$8.76M 8.62% 3
2020
Q4
$423K Buy
+4,982
New +$423K 0.43% 27