Sage Financial Group’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 | $18.6M | Buy |
209,201
+14,413
| +7% | +$1.28M | 1.38% | 12 |
|
|
2025
Q1 | $17.6M | Buy |
194,788
+32,770
| +20% | +$2.97M | 1.42% | 12 |
|
|
2024
Q4 | $14.4M | Buy |
162,018
+29,225
| +22% | +$2.6M | 1.16% | 14 |
|
|
2024
Q3 | $12.9M | Buy |
132,793
+6,018
| +5% | +$586K | 1.06% | 17 |
|
|
2024
Q2 | $10.6M | Buy |
126,775
+15,429
| +14% | +$1.29M | 0.92% | 18 |
|
|
2024
Q1 | $9.63M | Buy |
111,346
+18,615
| +20% | +$1.61M | 0.87% | 19 |
|
|
2023
Q4 | $8.19M | Buy |
92,731
+9,691
| +12% | +$856K | 0.8% | 19 |
|
|
2023
Q3 | $6.28M | Buy |
83,040
+11,659
| +16% | +$882K | 0.7% | 21 |
|
|
2023
Q2 | $5.96M | Buy |
71,381
+12,600
| +21% | +$1.05M | 0.63% | 23 |
|
|
2023
Q1 | $4.88M | Buy |
58,781
+13,590
| +30% | +$1.13M | 0.55% | 25 |
|
|
2022
Q4 | $3.73M | Buy |
45,191
+6,033
| +15% | +$498K | 0.45% | 31 |
|
|
2022
Q3 | $3.14M | Buy |
39,158
+35,655
| +1,018% | +$2.86M | 0.43% | 27 |
|
|
2022
Q2 | $319K | Buy |
+3,503
| New | +$319K | 0.04% | 70 |
|