Prosperity Planning’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
$299K Sell
3,359
-249
-7% -$22.2K 0.09% 98
2025
Q1
$327K Hold
3,608
0.1% 84
2024
Q4
$321K Hold
3,608
0.1% 85
2024
Q3
$351K Sell
3,608
-11
-0.3% -$1.07K 0.11% 82
2024
Q2
$303K Sell
3,619
-4
-0.1% -$335 0.1% 87
2024
Q1
$313K Buy
3,623
+105
+3% +$9.08K 0.11% 80
2023
Q4
$311K Buy
+3,518
New +$311K 0.12% 78