Sheets Smith Wealth Management’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
Q3 | $276K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $777K | Buy |
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|
2021
Q1 | $655K | Buy |
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|
2020
Q4 | $597K | Buy |
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|
2020
Q3 | $521K | Sell |
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|
2020
Q2 | $528K | Buy |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $428K | Buy |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $393K | Buy |
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|
2018
Q4 | $315K | Sell |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $356K | Sell |
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|
2018
Q1 | $457K | Sell |
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|
2017
Q4 | $520K | Sell |
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|
2017
Q3 | $669K | Hold |
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|
2017
Q2 | $671K | Hold |
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|
2017
Q1 | $665K | Buy |
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|
2016
Q4 | $655K | Buy |
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|
2016
Q3 | $682K | Hold |
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|
2016
Q2 | $697K | Buy |
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|
2016
Q1 | $585K | Hold |
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|
2015
Q4 | $556K | Buy |
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|
2015
Q3 | $525K | Hold |
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|
2015
Q2 | $519K | Hold |
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|
2015
Q1 | $586K | Sell |
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|
2014
Q4 | $565K | Buy |
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|
2014
Q3 | $497K | Hold |
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|
2014
Q2 | $517K | Buy |
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|
2014
Q1 | $486K | Sell |
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|
2013
Q4 | $466K | Sell |
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|
2013
Q3 | $1.88M | Sell |
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|
2013
Q2 | $1.97M | Buy |
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