Rise Advisors’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 | $27.2K | Sell |
305
-28
| -8% | -$2.5K | 0.01% | 385 |
|
|
2025
Q1 | $30.1K | Buy |
333
+55
| +20% | +$4.97K | 0.01% | 323 |
|
|
2024
Q4 | $24.8K | Sell |
278
-130
| -32% | -$11.6K | 0.01% | 510 |
|
|
2024
Q3 | $39.7K | Buy |
408
+4
| +1% | +$390 | 0.02% | 299 |
|
|
2024
Q2 | $33.8K | Sell |
404
-1,128
| -74% | -$94.5K | 0.02% | 326 |
|
|
2024
Q1 | $133K | Buy |
1,532
+13
| +0.9% | +$1.13K | 0.07% | 120 |
|
|
2023
Q4 | $134K | Sell |
1,519
-19
| -1% | -$1.68K | 0.09% | 87 |
|
|
2023
Q3 | $116K | Sell |
1,538
-863
| -36% | -$65.3K | 0.09% | 84 |
|
|
2023
Q2 | $201K | Sell |
2,401
-1,098
| -31% | -$91.8K | 0.16% | 64 |
|
|
2023
Q1 | $291K | Sell |
3,499
-82
| -2% | -$6.81K | 0.22% | 50 |
|
|
2022
Q4 | $295K | Sell |
3,581
-57
| -2% | -$4.7K | 0.24% | 49 |
|
|
2022
Q3 | $292K | Buy |
3,638
+36
| +1% | +$2.89K | 0.24% | 49 |
|
|
2022
Q2 | $328K | Buy |
3,602
+20
| +0.6% | +$1.82K | 0.33% | 41 |
|
|
2022
Q1 | $388K | Buy |
3,582
+12
| +0.3% | +$1.3K | 0.35% | 39 |
|
|
2021
Q4 | $414K | Buy |
+3,570
| New | +$414K | 0.39% | 40 |
|