Riverpoint Wealth Management Holdings’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 | $9.76M | Sell |
109,643
-1,855
| -2% | -$165K | 2.3% | 12 |
|
|
2025
Q1 | $10.1M | Buy |
111,498
+393
| +0.4% | +$35.6K | 2.61% | 12 |
|
|
2024
Q4 | $9.9M | Buy |
111,105
+2,399
| +2% | +$214K | 2.58% | 12 |
|
|
2024
Q3 | $10.6M | Sell |
108,706
-266
| -0.2% | -$25.9K | 2.71% | 12 |
|
|
2024
Q2 | $9.13M | Sell |
108,972
-10,068
| -8% | -$843K | 2.53% | 12 |
|
|
2024
Q1 | $10.3M | Sell |
119,040
-361
| -0.3% | -$31.2K | 2.86% | 11 |
|
|
2023
Q4 | $10.6M | Buy |
119,401
+114,591
| +2,382% | +$10.1M | 3.11% | 10 |
|
|
2023
Q3 | $364K | Buy |
4,810
+51
| +1% | +$3.86K | 0.12% | 38 |
|
|
2023
Q2 | $398K | Sell |
4,759
-198
| -4% | -$16.5K | 0.13% | 36 |
|
|
2023
Q1 | $412K | Sell |
4,957
-9,193
| -65% | -$763K | 0.14% | 34 |
|
|
2022
Q4 | $1.17M | Buy |
14,150
+10,817
| +325% | +$892K | 0.43% | 22 |
|
|
2022
Q3 | $267K | Buy |
3,333
+34
| +1% | +$2.72K | 0.11% | 40 |
|
|
2022
Q2 | $301K | Sell |
3,299
-47
| -1% | -$4.29K | 0.12% | 37 |
|
|
2022
Q1 | $363K | Buy |
3,346
+2
| +0.1% | +$217 | 0.13% | 36 |
|
|
2021
Q4 | $388K | Buy |
3,344
+246
| +8% | +$28.5K | 0.13% | 36 |
|
|
2021
Q3 | $315K | Buy |
3,098
+17
| +0.6% | +$1.73K | 0.11% | 50 |
|
|
2021
Q2 | $314K | Sell |
3,081
-8
| -0.3% | -$815 | 0.09% | 74 |
|
|
2021
Q1 | $284K | Buy |
3,089
+36
| +1% | +$3.31K | 0.09% | 74 |
|
|
2020
Q4 | $259K | Buy |
3,053
+34
| +1% | +$2.88K | 0.08% | 75 |
|
|
2020
Q3 | $238K | Buy |
3,019
+16
| +0.5% | +$1.26K | 0.09% | 73 |
|
|
2020
Q2 | $236K | Buy |
+3,003
| New | +$236K | 0.09% | 68 |
|
|
2020
Q1 | – | Sell |
-3,928
| Closed | -$364K | – | 75 |
|
|
2019
Q4 | $364K | Buy |
3,928
+32
| +0.8% | +$2.97K | 0.14% | 56 |
|
|
2019
Q3 | $363K | Buy |
3,896
+51
| +1% | +$4.75K | 0.16% | 48 |
|
|
2019
Q2 | $336K | Buy |
3,845
+25
| +0.7% | +$2.19K | 0.15% | 50 |
|
|
2019
Q1 | $332K | Sell |
3,820
-213
| -5% | -$18.5K | 0.16% | 45 |
|
|
2018
Q4 | $304K | Buy |
4,033
+35
| +0.9% | +$2.64K | 0.17% | 48 |
|
|
2018
Q3 | $322K | Buy |
3,998
+41
| +1% | +$3.3K | 0.16% | 46 |
|
|
2018
Q2 | $322K | Buy |
3,957
+32
| +0.8% | +$2.6K | 0.18% | 44 |
|
|
2018
Q1 | $298K | Buy |
3,925
+33
| +0.8% | +$2.51K | 0.18% | 38 |
|
|
2017
Q4 | $322K | Buy |
3,892
+154
| +4% | +$12.7K | 0.2% | 35 |
|
|
2017
Q3 | $311K | Buy |
3,738
+154
| +4% | +$12.8K | 0.2% | 36 |
|
|
2017
Q2 | $291K | Buy |
3,584
+31
| +0.9% | +$2.52K | 0.2% | 36 |
|
|
2017
Q1 | $295K | Buy |
3,553
+27
| +0.8% | +$2.24K | 0.22% | 32 |
|
|
2016
Q4 | $294K | Buy |
+3,526
| New | +$294K | 0.24% | 30 |
|