Poehling Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,626	Closed	-$328K	–	143
2025 Q1	$328K	Buy	3,626 +37	+1%	+$3.36K	0.08%	111
2024 Q4	$320K	Buy	3,589 +64	+2%	+$6.05K	0.08%	112
2024 Q3	$343K	Buy	3,525 +43	+1%	+$3.96K	0.09%	107
2024 Q2	$292K	Hold	3,482	–	–	0.08%	115
2024 Q1	$301K	Buy	3,482 +29	+0.8%	+$2.48K	0.08%	109
2023 Q4	$305K	Buy	3,453 +75	+2%	+$5.94K	0.1%	101
2023 Q3	$256K	Buy	3,378 +37	+1%	+$3.05K	0.09%	106
2023 Q2	$279K	Hold	3,341	–	–	0.09%	104
2023 Q1	$277K	Buy	3,341 +32	+1%	+$2.75K	0.09%	103
2022 Q4	$273K	Buy	3,309 +46	+1%	+$3.81K	0.1%	98
2022 Q3	$262K	Buy	3,263 +37	+1%	+$3.46K	0.11%	91
2022 Q2	$294K	Buy	3,226 +20	+0.6%	+$1.99K	0.11%	94
2022 Q1	$347K	Buy	3,206 +17	+0.5%	+$1.8K	0.11%	113
2021 Q4	$370K	Buy	3,189 +29	+0.9%	+$3.17K	0.12%	100
2021 Q3	$322K	Buy	3,160 +20	+0.6%	+$2.12K	0.11%	105
2021 Q2	$320K	Buy	3,140 +22	+0.7%	+$2.18K	0.1%	119
2021 Q1	$286K	Buy	3,118 +18	+0.6%	+$1.58K	0.1%	123
2020 Q4	$263K	Buy	3,100 +71	+2%	+$5.89K	0.1%	112
2020 Q3	$239K	Buy	3,029 +28	+0.9%	+$2.25K	0.12%	101
2020 Q2	$236K	Hold	3,001	–	–	0.13%	97
2020 Q1	$210K	Buy	3,001 +27	+0.9%	+$2.37K	0.15%	87
2019 Q4	$276K	Buy	2,974 +31	+1%	+$2.87K	0.18%	89
2019 Q3	$274K	Buy	2,943 +50	+2%	+$4.54K	0.2%	84
2019 Q2	$253K	Buy	2,893 +20	+0.7%	+$1.75K	0.17%	94
2019 Q1	$250K	Hold	2,873	–	–	0.18%	92
2018 Q4	$214K	Buy	2,873 +35	+1%	+$2.76K	0.21%	89
2018 Q3	$229K	Buy	2,838 +40	+1%	+$3.29K	0.16%	94
2018 Q2	$228K	Buy	2,798 +51	+2%	+$3.95K	0.2%	87
2018 Q1	$207K	Hold	2,747	–	–	0.17%	89
2017 Q4	$228K	Buy	+2,747	New	+$230K	0.19%	85