Shepherd Financial Partners’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 | $2.36M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $7.9M | Sell |
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|
2024
Q3 | $8.68M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $3.08M | Sell |
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|
2023
Q1 | $3.09M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $3.31M | Sell |
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|
2021
Q4 | $3.61M | Buy |
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|
2021
Q3 | $3.12M | Sell |
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|
2021
Q2 | $4.71M | Sell |
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|
2021
Q1 | $4.48M | Sell |
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|
2020
Q4 | $6.07M | Sell |
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|
2020
Q3 | $7.3M | Buy |
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