Sage Mountain Advisors’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
Q2 | $334K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $23.9K | Sell |
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|
2024
Q2 | $39.8K | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $17.2K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $235K | Buy |
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