Sequoia Financial 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 | $35M | Sell |
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|
2025
Q1 | $37.1M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $940K | Sell |
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|
2021
Q1 | $992K | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $234K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $393K | Sell |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $419K | Buy |
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|
2017
Q3 | $396K | Sell |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $410K | Buy |
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|
2016
Q3 | $376K | Buy |
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|
2016
Q2 | $368K | Buy |
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|
2016
Q1 | $337K | Buy |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $213K | Sell |
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|
2015
Q2 | $225K | Buy |
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|
2015
Q1 | $213K | Buy |
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