Roger Wittlin Investment Advisory’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 | $370K | Buy |
4,155
+41
| +1% | +$3.65K | 0.21% | 35 |
|
|
2025
Q1 | $372K | Buy |
4,114
+42
| +1% | +$3.8K | 0.22% | 33 |
|
|
2024
Q4 | $363K | Buy |
4,072
+72
| +2% | +$6.41K | 0.2% | 33 |
|
|
2024
Q3 | $390K | Buy |
4,000
+50
| +1% | +$4.87K | 0.22% | 35 |
|
|
2024
Q2 | $331K | Hold |
3,950
| – | – | 0.21% | 35 |
|
|
2024
Q1 | $342K | Buy |
3,950
+33
| +0.8% | +$2.86K | 0.24% | 33 |
|
|
2023
Q4 | $346K | Buy |
+3,917
| New | +$346K | 0.26% | 34 |
|
|
2023
Q1 | – | Sell |
-6,024
| Closed | -$497K | – | 44 |
|
|
2022
Q4 | $497K | Buy |
+6,024
| New | +$497K | 0.5% | 31 |
|