RWM
Ritholtz Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
12,453
-1,135
| -8% | -$101K | 0.02% | 427 |
|
|
2025
Q1 | $1.23M | Buy |
13,588
+2,000
| +17% | +$181K | 0.04% | 355 |
|
|
2024
Q4 | $1.03M | Sell |
11,588
-814
| -7% | -$72.5K | 0.03% | 358 |
|
|
2024
Q3 | $1.21M | Sell |
12,402
-7,495
| -38% | -$730K | 0.04% | 337 |
|
|
2024
Q2 | $1.67M | Sell |
19,897
-693
| -3% | -$58K | 0.06% | 236 |
|
|
2024
Q1 | $1.78M | Sell |
20,590
-664
| -3% | -$57.4K | 0.06% | 219 |
|
|
2023
Q4 | $1.88M | Sell |
21,254
-1,245
| -6% | -$110K | 0.07% | 180 |
|
|
2023
Q3 | $1.7M | Buy |
22,499
+47
| +0.2% | +$3.56K | 0.08% | 172 |
|
|
2023
Q2 | $1.88M | Sell |
22,452
-3,927
| -15% | -$328K | 0.08% | 149 |
|
|
2023
Q1 | $2.19M | Buy |
26,379
+462
| +2% | +$38.4K | 0.11% | 120 |
|
|
2022
Q4 | $2.14M | Sell |
25,917
-6,223
| -19% | -$513K | 0.12% | 121 |
|
|
2022
Q3 | $2.58M | Sell |
32,140
-4,134
| -11% | -$331K | 0.14% | 104 |
|
|
2022
Q2 | $3.31M | Buy |
36,274
+760
| +2% | +$69.2K | 0.21% | 57 |
|
|
2022
Q1 | $3.85M | Buy |
35,514
+1,752
| +5% | +$190K | 0.26% | 40 |
|
|
2021
Q4 | $3.92M | Sell |
33,762
-2,873
| -8% | -$333K | 0.24% | 44 |
|
|
2021
Q3 | $3.73M | Sell |
36,635
-2,801
| -7% | -$285K | 0.26% | 43 |
|
|
2021
Q2 | $4.01M | Buy |
39,436
+1,306
| +3% | +$133K | 0.29% | 37 |
|
|
2021
Q1 | $3.5M | Buy |
38,130
+717
| +2% | +$65.9K | 0.29% | 34 |
|
|
2020
Q4 | $3.18M | Buy |
37,413
+190
| +0.5% | +$16.1K | 0.3% | 32 |
|
|
2020
Q3 | $2.94M | Sell |
37,223
-2,759
| -7% | -$218K | 0.33% | 31 |
|
|
2020
Q2 | $3.14M | Sell |
39,982
-8,749
| -18% | -$687K | 0.4% | 28 |
|
|
2020
Q1 | $3.4M | Sell |
48,731
-5,477
| -10% | -$383K | 0.55% | 16 |
|
|
2019
Q4 | $5.03M | Sell |
54,208
-7,314
| -12% | -$679K | 0.73% | 14 |
|
|
2019
Q3 | $5.74M | Sell |
61,522
-1,456
| -2% | -$136K | 0.93% | 14 |
|
|
2019
Q2 | $5.5M | Sell |
62,978
-10,921
| -15% | -$954K | 0.94% | 14 |
|
|
2019
Q1 | $6.42M | Sell |
73,899
-152,466
| -67% | -$13.3M | 1.18% | 13 |
|
|
2018
Q4 | $16.9M | Sell |
226,365
-46,234
| -17% | -$3.45M | 3.83% | 6 |
|
|
2018
Q3 | $22M | Buy |
272,599
+7,287
| +3% | +$588K | 5.57% | 6 |
|
|
2018
Q2 | $21.6M | Buy |
265,312
+9,113
| +4% | +$742K | 5.87% | 6 |
|
|
2018
Q1 | $19.3M | Buy |
256,199
+70,575
| +38% | +$5.33M | 5.53% | 6 |
|
|
2017
Q4 | $15.4M | Buy |
185,624
+13,331
| +8% | +$1.11M | 4.56% | 6 |
|
|
2017
Q3 | $14.3M | Buy |
172,293
+11,802
| +7% | +$981K | 5.36% | 6 |
|
|
2017
Q2 | $13.4M | Buy |
+160,491
| New | +$13.4M | 5.61% | 6 |
|
|
2016
Q4 | $10.3M | Buy |
+125,169
| New | +$10.3M | 5.29% | 6 |
|