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 |
|