Schneider Downs Wealth Management 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 | $1.03M | Sell |
|
|||||
|
2025
Q1 | $1.09M | Sell |
|
|||||
|
2024
Q4 | $1.16M | Buy |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.09M | Buy |
|
|||||
|
2024
Q1 | $372K | Buy |
|
|||||
|
2023
Q4 | $378K | Buy |
|
|||||
|
2023
Q3 | $319K | Buy |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $393K | Buy |
|
|||||
|
2022
Q4 | $388K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $744K | Buy |
|
|||||
|
2019
Q3 | $680K | Sell |
|
|||||
|
2019
Q2 | $638K | Buy |
|
|||||
|
2019
Q1 | $634K | Buy |
|
|||||
|
2018
Q4 | $302K | Sell |
|
|||||
|
2018
Q3 | $509K | Buy |
|
|||||
|
2018
Q2 | $330K | Sell |
|
|||||
|
2018
Q1 | $487K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $538K | Sell |
|
|||||
|
2017
Q2 | $1.3M | Sell |
|
|||||
|
2017
Q1 | $2.18M | Sell |
|
|||||
|
2016
Q4 | $2.92M | Sell |
|
|||||
|
2016
Q3 | $3.28M | Sell |
|
|||||
|
2016
Q2 | $4.09M | Sell |
|
|||||
|
2016
Q1 | $3.9M | Sell |
|
|||||
|
2015
Q4 | $3.91M | Buy |
|