Pinnacle Family 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 | $701K | Sell |
7,925
-253
| -3% | -$22.4K | 0.34% | 54 |
|
|
2025
Q1 | $740K | Sell |
8,178
-30
| -0.4% | -$2.72K | 0.4% | 51 |
|
|
2024
Q4 | $731K | Buy |
8,208
+410
| +5% | +$36.5K | 0.35% | 50 |
|
|
2024
Q3 | $760K | Sell |
7,798
-164
| -2% | -$16K | 0.39% | 53 |
|
|
2024
Q2 | $667K | Buy |
+7,962
| New | +$667K | 0.37% | 48 |
|
|
2022
Q1 | – | Sell |
-2,808
| Closed | -$326K | – | 134 |
|
|
2021
Q4 | $326K | Sell |
2,808
-4,478
| -61% | -$520K | 0.15% | 81 |
|
|
2021
Q3 | $742K | Buy |
7,286
+177
| +2% | +$18K | 0.33% | 53 |
|
|
2021
Q2 | $724K | Buy |
7,109
+4,154
| +141% | +$423K | 0.32% | 57 |
|
|
2021
Q1 | $271K | Buy |
+2,955
| New | +$271K | 0.14% | 98 |
|
|
2020
Q1 | – | Sell |
-3,033
| Closed | -$281K | – | 92 |
|
|
2019
Q4 | $281K | Buy |
3,033
+27
| +0.9% | +$2.5K | 0.25% | 65 |
|
|
2019
Q3 | $280K | Buy |
3,006
+166
| +6% | +$15.5K | 0.25% | 60 |
|
|
2019
Q2 | $248K | Buy |
+2,840
| New | +$248K | 0.21% | 71 |
|
|
2018
Q1 | – | Sell |
-6,775
| Closed | -$562K | – | 80 |
|
|
2017
Q4 | $562K | Buy |
6,775
+983
| +17% | +$81.5K | 0.26% | 52 |
|
|
2017
Q3 | $481K | Sell |
5,792
-14
| -0.2% | -$1.16K | 0.23% | 56 |
|
|
2017
Q2 | $483K | Buy |
5,806
+237
| +4% | +$19.7K | 0.27% | 48 |
|
|
2017
Q1 | $460K | Buy |
+5,569
| New | +$460K | 0.28% | 45 |
|