SF
Safeguard Financial’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Sell |
2,626
-132
| -5% | -$12K | 0.05% | 92 |
|
|
2024
Q4 | $246K | Sell |
2,758
-1,495
| -35% | -$133K | 0.05% | 98 |
|
|
2024
Q3 | $414K | Buy |
4,253
+1,266
| +42% | +$123K | 0.1% | 77 |
|
|
2024
Q2 | $250K | Sell |
2,987
-906
| -23% | -$75.9K | 0.07% | 88 |
|
|
2024
Q1 | $337K | Sell |
3,893
-1,835
| -32% | -$159K | 0.11% | 63 |
|
|
2023
Q4 | $506K | Sell |
5,728
-4,013
| -41% | -$355K | 0.19% | 45 |
|
|
2023
Q3 | $737K | Sell |
9,741
-115
| -1% | -$8.7K | 0.36% | 34 |
|
|
2023
Q2 | $823K | Sell |
9,856
-457
| -4% | -$38.2K | 0.4% | 32 |
|
|
2023
Q1 | $856K | Sell |
10,313
-777
| -7% | -$64.5K | 0.52% | 29 |
|
|
2022
Q4 | $915K | Sell |
11,090
-3,077
| -22% | -$254K | 0.66% | 27 |
|
|
2022
Q3 | $1.14M | Sell |
14,167
-2,346
| -14% | -$188K | 1.05% | 18 |
|
|
2022
Q2 | $1.5M | Buy |
16,513
+1,419
| +9% | +$129K | 1.8% | 12 |
|
|
2022
Q1 | $1.64M | Buy |
+15,094
| New | +$1.64M | 2.45% | 10 |
|