Seven Post Investment Office’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 | $73.5M | Buy |
825,347
+7,647
| +0.9% | +$681K | 27.69% | 1 |
|
|
2025
Q1 | $74M | Buy |
817,700
+8,253
| +1% | +$747K | 28.28% | 1 |
|
|
2024
Q4 | $72.1M | Buy |
809,447
+9,272
| +1% | +$826K | 27.6% | 1 |
|
|
2024
Q3 | $78M | Buy |
800,175
+16,581
| +2% | +$1.62M | 11.78% | 3 |
|
|
2024
Q2 | $65.6M | Sell |
783,594
-1,014
| -0.1% | -$84.9K | 12.16% | 3 |
|
|
2024
Q1 | $67.9M | Buy |
784,608
+7,814
| +1% | +$676K | 16.57% | 2 |
|
|
2023
Q4 | $68.6M | Buy |
776,794
+14,901
| +2% | +$1.32M | 17.29% | 2 |
|
|
2023
Q3 | $57.6M | Buy |
761,893
+8,528
| +1% | +$645K | 15.94% | 2 |
|
|
2023
Q2 | $63M | Buy |
753,365
+1,254
| +0.2% | +$105K | 19.18% | 2 |
|
|
2023
Q1 | $62.5M | Sell |
752,111
-375
| -0% | -$31.1K | 22.54% | 1 |
|
|
2022
Q4 | $62.1M | Buy |
752,486
+606
| +0.1% | +$50K | 21.82% | 1 |
|
|
2022
Q3 | $60.3M | Sell |
751,880
-22,288
| -3% | -$1.79M | 23.45% | 1 |
|
|
2022
Q2 | $70.5M | Buy |
774,168
+426
| +0.1% | +$38.8K | 26.23% | 1 |
|
|
2022
Q1 | $83.9M | Sell |
773,742
-629
| -0.1% | -$68.2K | 25.58% | 1 |
|
|
2021
Q4 | $89.8M | Buy |
774,371
+2,079
| +0.3% | +$241K | 24.27% | 1 |
|
|
2021
Q3 | $78.6M | Hold |
772,292
| – | – | 24.44% | 1 |
|
|
2021
Q2 | $78.6M | Buy |
772,292
+5,384
| +0.7% | +$548K | 23.76% | 2 |
|
|
2021
Q1 | $70.4M | Sell |
766,908
-575
| -0.1% | -$52.8K | 24.63% | 2 |
|
|
2020
Q4 | $65.2M | Sell |
767,483
-62,943
| -8% | -$5.35M | 26.51% | 2 |
|
|
2020
Q3 | $65.6M | Buy |
830,426
+60,869
| +8% | +$4.81M | 25.85% | 2 |
|
|
2020
Q2 | $60.4M | Buy |
769,557
+8,557
| +1% | +$672K | 25.55% | 2 |
|
|
2020
Q1 | $53.2M | Buy |
+761,000
| New | +$53.2M | 27.86% | 2 |
|