ROI Financial 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 | $420K | Sell |
4,718
-420
| -8% | -$37.4K | 0.27% | 50 |
|
|
2025
Q1 | $465K | Sell |
5,138
-102
| -2% | -$9.24K | 0.34% | 45 |
|
|
2024
Q4 | $467K | Sell |
5,240
-148
| -3% | -$13.2K | 0.32% | 43 |
|
|
2024
Q3 | $525K | Buy |
5,388
+81
| +2% | +$7.89K | 0.36% | 40 |
|
|
2024
Q2 | $452K | Sell |
5,307
-10
| -0.2% | -$853 | 0.33% | 41 |
|
|
2024
Q1 | $460K | Buy |
5,317
+3
| +0.1% | +$260 | 0.36% | 42 |
|
|
2023
Q4 | $470K | Buy |
+5,314
| New | +$470K | 0.39% | 46 |
|