Safe Harbor Fiduciary’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
$1.84M Sell
20,699
-2,024
-9% -$180K 1.73% 16
2025
Q1
$2.06M Sell
22,723
-488
-2% -$44.2K 2.13% 12
2024
Q4
$2.07M Hold
23,211
2.11% 12
2024
Q3
$2.26M Buy
+23,211
New +$2.26M 2.12% 12