Root Financial Partners’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 | $869K | Sell |
9,761
-5,601
| -36% | -$499K | 0.08% | 83 |
|
|
2025
Q1 | $1.39M | Sell |
15,362
-4,250
| -22% | -$385K | 0.15% | 51 |
|
|
2024
Q4 | $1.75M | Buy |
19,612
+6,163
| +46% | +$549K | 0.22% | 38 |
|
|
2024
Q3 | $1.31M | Buy |
13,449
+5,372
| +67% | +$523K | 0.21% | 41 |
|
|
2024
Q2 | $677K | Buy |
8,077
+1,489
| +23% | +$125K | 0.16% | 53 |
|
|
2024
Q1 | $570K | Buy |
6,588
+17
| +0.3% | +$1.47K | 0.17% | 51 |
|
|
2023
Q4 | $581K | Sell |
6,571
-167
| -2% | -$14.8K | 0.22% | 46 |
|
|
2023
Q3 | $510K | Buy |
6,738
+446
| +7% | +$33.7K | 0.27% | 41 |
|
|
2023
Q2 | $526K | Sell |
6,292
-7,345
| -54% | -$614K | 0.31% | 40 |
|
|
2023
Q1 | $1.13M | Buy |
+13,637
| New | +$1.13M | 0.81% | 24 |
|