SFPM
Sensible Financial Planning & Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
31,097
-992
| -3% | -$88.3K | 0.53% | 22 |
|
|
2025
Q1 | $2.91M | Sell |
32,089
-407
| -1% | -$36.9K | 0.58% | 21 |
|
|
2024
Q4 | $2.89M | Sell |
32,496
-375
| -1% | -$33.4K | 0.6% | 20 |
|
|
2024
Q3 | $3.2M | Sell |
32,871
-1,160
| -3% | -$113K | 0.63% | 20 |
|
|
2024
Q2 | $2.85M | Sell |
34,031
-301
| -0.9% | -$25.2K | 0.62% | 20 |
|
|
2024
Q1 | $2.97M | Sell |
34,332
-462
| -1% | -$40K | 0.66% | 20 |
|
|
2023
Q4 | $3.07M | Sell |
34,794
-423
| -1% | -$37.4K | 0.72% | 21 |
|
|
2023
Q3 | $2.67M | Sell |
35,217
-178
| -0.5% | -$13.5K | 0.67% | 20 |
|
|
2023
Q2 | $2.96M | Sell |
35,395
-334
| -0.9% | -$27.9K | 0.69% | 22 |
|
|
2023
Q1 | $2.97M | Sell |
35,729
-789
| -2% | -$65.5K | 0.7% | 22 |
|
|
2022
Q4 | $3.01M | Sell |
36,518
-1,583
| -4% | -$131K | 0.75% | 21 |
|
|
2022
Q3 | $3.06M | Sell |
38,101
-950
| -2% | -$76.2K | 0.79% | 18 |
|
|
2022
Q2 | $3.56M | Sell |
39,051
-1,078
| -3% | -$98.2K | 0.9% | 17 |
|
|
2022
Q1 | $4.35M | Sell |
40,129
-755
| -2% | -$81.8K | 1.16% | 17 |
|
|
2021
Q4 | $4.74M | Buy |
40,884
+2,387
| +6% | +$277K | 1.35% | 15 |
|
|
2021
Q3 | $3.92M | Sell |
38,497
-558
| -1% | -$56.8K | 1.28% | 17 |
|
|
2021
Q2 | $3.98M | Sell |
39,055
-1,201
| -3% | -$122K | 1.34% | 17 |
|
|
2021
Q1 | $3.7M | Sell |
40,256
-47
| -0.1% | -$4.32K | 1.36% | 16 |
|
|
2020
Q4 | $3.42M | Buy |
40,303
+1,392
| +4% | +$118K | 1.28% | 17 |
|
|
2020
Q3 | $3.07M | Sell |
38,911
-980
| -2% | -$77.4K | 1.26% | 16 |
|
|
2020
Q2 | $3.13M | Sell |
39,891
-7,476
| -16% | -$587K | 1.34% | 14 |
|
|
2020
Q1 | $3.31M | Sell |
47,367
-5,425
| -10% | -$379K | 1.58% | 13 |
|
|
2019
Q4 | $4.9M | Sell |
52,792
-3,548
| -6% | -$329K | 2.06% | 12 |
|
|
2019
Q3 | $5.25M | Sell |
56,340
-4,061
| -7% | -$379K | 2.27% | 13 |
|
|
2019
Q2 | $5.28M | Buy |
60,401
+1,886
| +3% | +$165K | 2.26% | 11 |
|
|
2019
Q1 | $5.09M | Sell |
58,515
-1,629
| -3% | -$142K | 2.3% | 11 |
|
|
2018
Q4 | $4.49M | Sell |
60,144
-236
| -0.4% | -$17.6K | 2.17% | 11 |
|
|
2018
Q3 | $4.87M | Sell |
60,380
-870
| -1% | -$70.2K | 2.26% | 9 |
|
|
2018
Q2 | $4.99M | Sell |
61,250
-1,768
| -3% | -$144K | 2.37% | 9 |
|
|
2018
Q1 | $4.76M | Buy |
63,018
+2,405
| +4% | +$182K | 2.27% | 9 |
|
|
2017
Q4 | $5.03M | Sell |
60,613
-4,198
| -6% | -$348K | 2.57% | 9 |
|
|
2017
Q3 | $5.39M | Buy |
64,811
+2,699
| +4% | +$224K | 2.97% | 8 |
|
|
2017
Q2 | $5.17M | Sell |
62,112
-1,227
| -2% | -$102K | 3.24% | 7 |
|
|
2017
Q1 | $5.23M | Buy |
63,339
+2,584
| +4% | +$213K | 3.37% | 7 |
|
|
2016
Q4 | $5.01M | Buy |
60,755
+3,122
| +5% | +$258K | 3.47% | 7 |
|
|
2016
Q3 | $5M | Buy |
57,633
+772
| +1% | +$67K | 3.44% | 7 |
|
|
2016
Q2 | $5.04M | Buy |
56,861
+1,997
| +4% | +$177K | 3.53% | 7 |
|
|
2016
Q1 | $4.6M | Buy |
54,864
+869
| +2% | +$72.8K | 3.36% | 7 |
|
|
2015
Q4 | $4.31M | Sell |
53,995
-40
| -0.1% | -$3.19K | 3.28% | 8 |
|
|
2015
Q3 | $4.08M | Buy |
54,035
+1,688
| +3% | +$128K | 3.2% | 8 |
|
|
2015
Q2 | $3.91M | Sell |
52,347
-838
| -2% | -$62.6K | 3.22% | 7 |
|
|
2015
Q1 | $4.48M | Sell |
53,185
-4,713
| -8% | -$397K | 4.07% | 6 |
|
|
2014
Q4 | $4.69M | Sell |
57,898
-3,857
| -6% | -$312K | 4.79% | 6 |
|
|
2014
Q3 | $4.33M | Buy |
+61,755
| New | +$4.33M | 3.77% | 6 |
|