Safeguard Financial’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $737K | Sell |
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|
2023
Q2 | $823K | Sell |
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|
2023
Q1 | $856K | Sell |
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|
2022
Q4 | $915K | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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