Sargent Investment Group’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 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $232K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $772K | Buy |
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|
2020
Q1 | $625K | Sell |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $856K | Buy |
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|
2019
Q2 | $708K | Buy |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $242K | Buy |
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