SFA
Sequoia Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Sell |
392,598
-16,849
| -4% | -$1.5M | 0.24% | 89 |
|
|
2025
Q1 | $37.1M | Buy |
409,447
+287,218
| +235% | +$26M | 0.29% | 77 |
|
|
2024
Q4 | $10.9M | Buy |
122,229
+88,004
| +257% | +$7.84M | 0.1% | 166 |
|
|
2024
Q3 | $3.34M | Buy |
34,225
+17,083
| +100% | +$1.67M | 0.04% | 276 |
|
|
2024
Q2 | $1.44M | Buy |
17,142
+1,648
| +11% | +$139K | 0.02% | 403 |
|
|
2024
Q1 | $1.34M | Sell |
15,494
-972
| -6% | -$84.1K | 0.02% | 411 |
|
|
2023
Q4 | $1.45M | Buy |
16,466
+1,292
| +9% | +$114K | 0.02% | 428 |
|
|
2023
Q3 | $1.15M | Sell |
15,174
-31
| -0.2% | -$2.36K | 0.02% | 308 |
|
|
2023
Q2 | $1.28M | Buy |
15,205
+7,183
| +90% | +$603K | 0.02% | 307 |
|
|
2023
Q1 | $666K | Sell |
8,022
-2,220
| -22% | -$184K | 0.01% | 395 |
|
|
2022
Q4 | $845K | Buy |
10,242
+582
| +6% | +$48K | 0.02% | 325 |
|
|
2022
Q3 | $774K | Sell |
9,660
-14,920
| -61% | -$1.2M | 0.02% | 236 |
|
|
2022
Q2 | $2.24M | Sell |
24,580
-562
| -2% | -$51.2K | 0.06% | 161 |
|
|
2022
Q1 | $2.73M | Buy |
25,142
+748
| +3% | +$81.1K | 0.07% | 157 |
|
|
2021
Q4 | $2.83M | Buy |
24,394
+18,989
| +351% | +$2.2M | 0.08% | 148 |
|
|
2021
Q3 | $550K | Sell |
5,405
-3,829
| -41% | -$390K | 0.06% | 144 |
|
|
2021
Q2 | $940K | Sell |
9,234
-1,567
| -15% | -$160K | 0.03% | 210 |
|
|
2021
Q1 | $992K | Sell |
10,801
-4,638
| -30% | -$426K | 0.04% | 190 |
|
|
2020
Q4 | $1.31M | Buy |
15,439
+3,474
| +29% | +$295K | 0.06% | 159 |
|
|
2020
Q3 | $945K | Sell |
11,965
-448
| -4% | -$35.4K | 0.05% | 172 |
|
|
2020
Q2 | $975K | Buy |
+12,413
| New | +$975K | 0.06% | 150 |
|
|
2020
Q1 | – | Sell |
-2,424
| Closed | -$225K | – | 413 |
|
|
2019
Q4 | $225K | Buy |
2,424
+127
| +6% | +$11.8K | 0.01% | 346 |
|
|
2019
Q3 | $214K | Buy |
+2,297
| New | +$214K | 0.02% | 330 |
|
|
2019
Q2 | – | Sell |
-2,687
| Closed | -$234K | – | 389 |
|
|
2019
Q1 | $234K | Buy |
+2,687
| New | +$234K | 0.02% | 322 |
|
|
2018
Q4 | – | Sell |
-4,715
| Closed | -$380K | – | 334 |
|
|
2018
Q3 | $380K | Sell |
4,715
-105
| -2% | -$8.46K | 0.04% | 191 |
|
|
2018
Q2 | $393K | Sell |
4,820
-91
| -2% | -$7.42K | 0.04% | 184 |
|
|
2018
Q1 | $371K | Sell |
4,911
-139
| -3% | -$10.5K | 0.04% | 196 |
|
|
2017
Q4 | $419K | Buy |
5,050
+285
| +6% | +$23.6K | 0.04% | 188 |
|
|
2017
Q3 | $396K | Sell |
4,765
-155
| -3% | -$12.9K | 0.05% | 176 |
|
|
2017
Q2 | $409K | Buy |
4,920
+489
| +11% | +$40.7K | 0.05% | 165 |
|
|
2017
Q1 | $366K | Sell |
4,431
-535
| -11% | -$44.2K | 0.05% | 170 |
|
|
2016
Q4 | $410K | Buy |
4,966
+636
| +15% | +$52.5K | 0.06% | 158 |
|
|
2016
Q3 | $376K | Buy |
4,330
+185
| +4% | +$16.1K | 0.07% | 142 |
|
|
2016
Q2 | $368K | Buy |
4,145
+120
| +3% | +$10.7K | 0.1% | 143 |
|
|
2016
Q1 | $337K | Buy |
4,025
+1,206
| +43% | +$101K | 0.11% | 127 |
|
|
2015
Q4 | $225K | Hold |
2,819
| – | – | 0.09% | 153 |
|
|
2015
Q3 | $213K | Sell |
2,819
-194
| -6% | -$14.7K | 0.09% | 154 |
|
|
2015
Q2 | $225K | Buy |
3,013
+484
| +19% | +$36.1K | 0.1% | 167 |
|
|
2015
Q1 | $213K | Buy |
+2,529
| New | +$213K | 0.1% | 164 |
|