RFA
RTD Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
52,754
-30,156
| -36% | -$2.69M | 0.6% | 40 |
|
|
2025
Q1 | $7.51M | Sell |
82,910
-66,566
| -45% | -$6.03M | 1.01% | 32 |
|
|
2024
Q4 | $13.3M | Sell |
149,476
-167,050
| -53% | -$14.9M | 1.71% | 18 |
|
|
2024
Q3 | $30.8M | Sell |
316,526
-354,114
| -53% | -$34.5M | 3.9% | 8 |
|
|
2024
Q2 | $56.2M | Sell |
670,640
-23,682
| -3% | -$1.98M | 7.55% | 2 |
|
|
2024
Q1 | $60M | Sell |
694,322
-14,407
| -2% | -$1.25M | 8.08% | 2 |
|
|
2023
Q4 | $62.6M | Sell |
708,729
-20,843
| -3% | -$1.84M | 8.79% | 2 |
|
|
2023
Q3 | $55.2M | Buy |
729,572
+8,340
| +1% | +$631K | 8.43% | 2 |
|
|
2023
Q2 | $60.3M | Buy |
721,232
+39,282
| +6% | +$3.28M | 8.76% | 2 |
|
|
2023
Q1 | $56.6M | Sell |
681,950
-545
| -0.1% | -$45.3K | 8.76% | 2 |
|
|
2022
Q4 | $56.3M | Buy |
682,495
+38,791
| +6% | +$3.2M | 9.18% | 2 |
|
|
2022
Q3 | $51.6M | Buy |
643,704
+3,207
| +0.5% | +$257K | 9.5% | 3 |
|
|
2022
Q2 | $58.4M | Sell |
640,497
-26,878
| -4% | -$2.45M | 8.95% | 2 |
|
|
2022
Q1 | $72.3M | Buy |
667,375
+413
| +0.1% | +$44.8K | 9.76% | 2 |
|
|
2021
Q4 | $77.4M | Buy |
+666,962
| New | +$77.4M | 10.13% | 1 |
|