Presilium Private Wealth’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
$20.6M Buy
230,808
+27,404
+13% +$2.44M 4.21% 10
2025
Q1
$18.4M Buy
203,404
+15,510
+8% +$1.4M 4.13% 10
2024
Q4
$16.7M Buy
187,894
+12,921
+7% +$1.15M 3.85% 10
2024
Q3
$17M Sell
174,973
-11,034
-6% -$1.07M 3.93% 9
2024
Q2
$15.6M Buy
186,007
+27,510
+17% +$2.3M 3.93% 9
2024
Q1
$13.7M Buy
158,497
+22,980
+17% +$1.99M 3.64% 11
2023
Q4
$12M Sell
135,517
-54,147
-29% -$4.78M 3.41% 11
2023
Q3
$14.3M Buy
189,664
+26,400
+16% +$2M 4.57% 9
2023
Q2
$13.6M Buy
163,264
+15,224
+10% +$1.27M 4.68% 10
2023
Q1
$12.3M Buy
148,040
+14,493
+11% +$1.2M 4.74% 10
2022
Q4
$11M Buy
+133,547
New +$11M 4.62% 10