Plante Moran 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 | $22.5K | Hold |
253
| – | – | ﹤0.01% | 459 |
|
|
2025
Q1 | $22.9K | Sell |
253
-212
| -46% | -$19.2K | ﹤0.01% | 467 |
|
|
2024
Q4 | $41.4K | Buy |
465
+256
| +122% | +$22.8K | ﹤0.01% | 380 |
|
|
2024
Q3 | $20.4K | Buy |
209
+8
| +4% | +$779 | ﹤0.01% | 524 |
|
|
2024
Q2 | $16.8K | Sell |
201
-295
| -59% | -$24.7K | ﹤0.01% | 500 |
|
|
2024
Q1 | $42.9K | Buy |
496
+434
| +700% | +$37.5K | ﹤0.01% | 380 |
|
|
2023
Q4 | $5.48K | Sell |
62
-5
| -7% | -$442 | ﹤0.01% | 640 |
|
|
2023
Q3 | $5.07K | Sell |
67
-15
| -18% | -$1.14K | ﹤0.01% | 604 |
|
|
2023
Q2 | $6.85K | Buy |
82
+42
| +105% | +$3.51K | ﹤0.01% | 596 |
|
|
2023
Q1 | $3.3K | Sell |
40
-1,182
| -97% | -$97.4K | ﹤0.01% | 674 |
|
|
2022
Q4 | $101K | Buy |
1,222
+934
| +324% | +$77K | 0.01% | 228 |
|
|
2022
Q3 | $23K | Hold |
288
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $26K | Buy |
288
+133
| +86% | +$12K | ﹤0.01% | 417 |
|
|
2022
Q1 | $17K | Sell |
155
-150
| -49% | -$16.5K | ﹤0.01% | 528 |
|
|
2021
Q4 | $35K | Sell |
305
-37
| -11% | -$4.25K | 0.01% | 431 |
|
|
2021
Q3 | $35K | Buy |
342
+305
| +824% | +$31.2K | 0.01% | 450 |
|
|
2021
Q2 | $4K | Sell |
37
-31
| -46% | -$3.35K | ﹤0.01% | 831 |
|
|
2021
Q1 | $6K | Buy |
68
+31
| +84% | +$2.74K | ﹤0.01% | 757 |
|
|
2020
Q4 | $3K | Sell |
37
-11
| -23% | -$892 | ﹤0.01% | 757 |
|
|
2020
Q3 | $4K | Buy |
48
+11
| +30% | +$917 | ﹤0.01% | 731 |
|
|
2020
Q2 | $3K | Sell |
37
-216
| -85% | -$17.5K | ﹤0.01% | 645 |
|
|
2020
Q1 | $18K | Buy |
253
+216
| +584% | +$15.4K | 0.01% | 405 |
|
|
2019
Q4 | $3K | Sell |
37
-1,500
| -98% | -$122K | ﹤0.01% | 669 |
|
|
2019
Q3 | $143K | Buy |
1,537
+1,500
| +4,054% | +$140K | 0.04% | 201 |
|
|
2019
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 706 |
|
|
2019
Q1 | $3K | Sell |
37
-291
| -89% | -$23.6K | ﹤0.01% | 694 |
|
|
2018
Q4 | $24K | Buy |
328
+291
| +786% | +$21.3K | 0.01% | 408 |
|
|
2018
Q3 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 662 |
|
|
2018
Q2 | – | Sell |
-155
| Closed | -$12K | – | 976 |
|
|
2018
Q1 | $12K | Buy |
+155
| New | +$12K | 0.01% | 579 |
|
|
2017
Q4 | – | Sell |
-5
| Closed | – | – | 917 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 865 |
|
|
2017
Q2 | $0 | Sell |
5
-770
| -99% | – | ﹤0.01% | 907 |
|
|
2017
Q1 | $64K | Buy |
775
+81
| +12% | +$6.69K | 0.04% | 275 |
|
|
2016
Q4 | $57K | Sell |
694
-563
| -45% | -$46.2K | 0.04% | 305 |
|
|
2016
Q3 | $109K | Hold |
1,257
| – | – | 0.07% | 194 |
|
|
2016
Q2 | $111K | Sell |
1,257
-2
| -0.2% | -$177 | 0.08% | 171 |
|
|
2016
Q1 | $106K | Sell |
1,259
-467
| -27% | -$39.3K | 0.08% | 169 |
|
|
2015
Q4 | $138K | Buy |
1,726
+1,156
| +203% | +$92.4K | 0.1% | 147 |
|
|
2015
Q3 | $43K | Sell |
570
-903
| -61% | -$68.1K | 0.03% | 279 |
|
|
2015
Q2 | $110K | Hold |
1,473
| – | – | 0.08% | 178 |
|
|
2015
Q1 | $124K | Buy |
1,473
+70
| +5% | +$5.89K | 0.09% | 163 |
|
|
2014
Q4 | $114K | Sell |
1,403
-439
| -24% | -$35.7K | 0.08% | 172 |
|
|
2014
Q3 | $132K | Buy |
1,842
+463
| +34% | +$33.2K | 0.12% | 141 |
|
|
2014
Q2 | $103K | Buy |
1,379
+155
| +13% | +$11.6K | 0.09% | 150 |
|
|
2014
Q1 | $86K | Buy |
1,224
+622
| +103% | +$43.7K | 0.09% | 125 |
|
|
2013
Q4 | $39K | Hold |
602
| – | – | 0.02% | 270 |
|
|
2013
Q3 | $40K | Sell |
602
-1,103
| -65% | -$73.3K | 0.02% | 214 |
|
|
2013
Q2 | $117K | Buy |
+1,705
| New | +$117K | 0.09% | 89 |
|