Seamount Financial Group’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
$2.63M Buy
29,511
+4,316
+17% +$384K 1.35% 25
2025
Q1
$2.28M Buy
25,195
+673
+3% +$60.9K 1.55% 21
2024
Q4
$2.18M Sell
24,522
-1,473
-6% -$131K 1.51% 22
2024
Q3
$2.53M Buy
25,995
+2,045
+9% +$199K 1.9% 15
2024
Q2
$2.01M Sell
23,950
-122
-0.5% -$10.2K 1.64% 21
2024
Q1
$2.08M Buy
24,072
+794
+3% +$68.7K 1.82% 19
2023
Q4
$2.06M Buy
+23,278
New +$2.06M 1.97% 15