Richardson Financial Services’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 | $770K | Buy |
8,586
+1,283
| +18% | +$115K | 0.52% | 49 |
|
|
2025
Q1 | $661K | Buy |
7,303
+23
| +0.3% | +$2.08K | 0.5% | 48 |
|
|
2024
Q4 | $643K | Sell |
7,280
-316
| -4% | -$27.9K | 0.45% | 58 |
|
|
2024
Q3 | $638K | Buy |
7,596
+148
| +2% | +$12.4K | 0.41% | 62 |
|
|
2024
Q2 | $624K | Buy |
7,448
+143
| +2% | +$12K | 0.45% | 58 |
|
|
2024
Q1 | $632K | Sell |
7,305
-359
| -5% | -$31K | 0.45% | 63 |
|
|
2023
Q4 | $677K | Buy |
+7,664
| New | +$677K | 0.59% | 48 |
|