Ridgewood Investments’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 | $3.3K | Sell |
37
-16
| -30% | -$1.43K | ﹤0.01% | 594 |
|
|
2025
Q1 | $4.8K | Hold |
53
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $4.72K | Hold |
53
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $5.16K | Sell |
53
-1,056
| -95% | -$103K | ﹤0.01% | 559 |
|
|
2024
Q2 | $92.9K | Buy |
+1,109
| New | +$92.9K | 0.05% | 249 |
|
|
2023
Q3 | – | Sell |
-1,404
| Closed | -$117K | – | 747 |
|
|
2023
Q2 | $117K | Buy |
1,404
+37
| +3% | +$3.09K | 0.07% | 225 |
|
|
2023
Q1 | $114K | Buy |
+1,367
| New | +$114K | 0.07% | 238 |
|
|
2020
Q3 | – | Sell |
-2,929
| Closed | -$230K | – | 177 |
|
|
2020
Q2 | $230K | Sell |
2,929
-135
| -4% | -$10.6K | 0.19% | 142 |
|
|
2020
Q1 | $214K | Sell |
3,064
-207
| -6% | -$14.5K | 0.22% | 133 |
|
|
2019
Q4 | $303K | Buy |
3,271
+747
| +30% | +$69.2K | 0.21% | 134 |
|
|
2019
Q3 | $235K | Buy |
2,524
+238
| +10% | +$22.2K | 0.18% | 149 |
|
|
2019
Q2 | $200K | Sell |
2,286
-46
| -2% | -$4.02K | 0.16% | 167 |
|
|
2019
Q1 | $203K | Buy |
+2,332
| New | +$203K | 0.17% | 163 |
|
|
2017
Q2 | – | Sell |
-2,460
| Closed | -$203K | – | 141 |
|
|
2017
Q1 | $203K | Buy |
+2,460
| New | +$203K | 0.22% | 124 |
|