Sax Wealth 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
Q3 | $2.17M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.52M | Sell |
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|
2021
Q4 | $4.94M | Sell |
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|
2021
Q3 | $5.05M | Sell |
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|
2021
Q2 | $5.06M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.85M | Buy |
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