SC&H Financial Advisors’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 | $248K | Buy |
2,780
+157
| +6% | +$14K | 0.04% | 134 |
|
|
2025
Q1 | $238K | Sell |
2,623
-12
| -0.5% | -$1.09K | 0.05% | 135 |
|
|
2024
Q4 | $235K | Buy |
2,635
+38
| +1% | +$3.38K | 0.05% | 136 |
|
|
2024
Q3 | $253K | Sell |
2,597
-30
| -1% | -$2.92K | 0.06% | 134 |
|
|
2024
Q2 | $220K | Hold |
2,627
| – | – | 0.05% | 135 |
|
|
2024
Q1 | $227K | Sell |
2,627
-49
| -2% | -$4.24K | 0.06% | 132 |
|
|
2023
Q4 | $236K | Buy |
+2,676
| New | +$236K | 0.07% | 128 |
|
|
2023
Q3 | – | Sell |
-2,609
| Closed | -$218K | – | 138 |
|
|
2023
Q2 | $218K | Sell |
2,609
-73
| -3% | -$6.1K | 0.07% | 127 |
|
|
2023
Q1 | $223K | Buy |
+2,682
| New | +$223K | 0.08% | 124 |
|