RFS
Retirement Financial Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
7,877
-1,124
| -12% | -$100K | 0.44% | 22 |
|
|
2025
Q1 | $815K | Sell |
9,001
-1,545
| -15% | -$140K | 0.49% | 22 |
|
|
2024
Q4 | $939K | Sell |
10,546
-5,836
| -36% | -$520K | 0.51% | 21 |
|
|
2024
Q3 | $1.6M | Sell |
16,382
-451
| -3% | -$43.9K | 0.7% | 19 |
|
|
2024
Q2 | $1.41M | Buy |
16,833
+2,772
| +20% | +$232K | 0.66% | 19 |
|
|
2024
Q1 | $1.22M | Sell |
14,061
-2,901
| -17% | -$251K | 0.63% | 19 |
|
|
2023
Q4 | $1.5M | Buy |
16,962
+5,320
| +46% | +$470K | 0.85% | 19 |
|
|
2023
Q3 | $881K | Buy |
+11,642
| New | +$881K | 0.59% | 20 |
|
|
2023
Q1 | – | Sell |
-342
| Closed | -$28.2K | – | 249 |
|
|
2022
Q4 | $28.2K | Buy |
+342
| New | +$28.2K | 0.02% | 71 |
|