Regent Peak Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $4.04M | Buy |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $4.28M | Sell |
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|
2021
Q4 | $5.16M | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $3.82M | Buy |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | $2.98M | Buy |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $3.19M | Buy |
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