Ruedi Wealth Management’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 | $889K | Buy |
9,986
+1,741
| +21% | +$155K | 0.26% | 32 |
|
|
2025
Q1 | $747K | Sell |
8,245
-216
| -3% | -$19.6K | 0.23% | 29 |
|
|
2024
Q4 | $754K | Sell |
8,461
-27
| -0.3% | -$2.41K | 0.24% | 27 |
|
|
2024
Q3 | $827K | Sell |
8,488
-1,081
| -11% | -$105K | 0.28% | 26 |
|
|
2024
Q2 | $802K | Sell |
9,569
-277
| -3% | -$23.2K | 0.32% | 27 |
|
|
2024
Q1 | $851K | Buy |
9,846
+70
| +0.7% | +$6.05K | 0.36% | 25 |
|
|
2023
Q4 | $864K | Buy |
9,776
+4,089
| +72% | +$361K | 0.41% | 24 |
|
|
2023
Q3 | $430K | Buy |
5,687
+128
| +2% | +$9.68K | 0.25% | 29 |
|
|
2023
Q2 | $464K | Buy |
5,559
+42
| +0.8% | +$3.51K | 0.27% | 28 |
|
|
2023
Q1 | $458K | Buy |
5,517
+673
| +14% | +$55.9K | 0.29% | 27 |
|
|
2022
Q4 | $447K | Buy |
+4,844
| New | +$447K | 0.32% | 25 |
|