Schechter Investment 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
Q1 | $4.48M | Buy |
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2024
Q4 | $4.3M | Buy |
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2024
Q3 | $4.5M | Sell |
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2024
Q2 | $4.26M | Buy |
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2024
Q1 | $4.27M | Buy |
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2023
Q4 | $4.16M | Sell |
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2023
Q3 | $3.84M | Buy |
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2023
Q2 | $4.04M | Sell |
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2023
Q1 | $4.05M | Buy |
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2022
Q4 | $3.98M | Buy |
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2022
Q3 | $3.67M | Buy |
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2022
Q2 | $4.02M | Sell |
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2022
Q1 | $4.92M | Sell |
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2021
Q4 | $5.76M | Buy |
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