SEIA
Signature Estate & Investment 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 | $2.26M | Buy |
25,396
+754
| +3% | +$67.2K | 0.05% | 143 |
|
2025
Q1 | $2.23M | Buy |
24,642
+460
| +2% | +$41.6K | 0.06% | 136 |
|
2024
Q4 | $2.15M | Sell |
24,182
-1,072
| -4% | -$95.5K | 0.05% | 126 |
|
2024
Q3 | $2.46M | Buy |
25,254
+1,110
| +5% | +$108K | 0.06% | 111 |
|
2024
Q2 | $2.02M | Buy |
+24,144
| New | +$2.02M | 0.05% | 131 |
|
2022
Q2 | – | Sell |
-1,847
| Closed | -$200K | – | 185 |
|
2022
Q1 | $200K | Hold |
1,847
| – | – | 0.01% | 163 |
|
2021
Q4 | $214K | Buy |
+1,847
| New | +$214K | 0.01% | 158 |
|
2021
Q2 | – | Sell |
-2,364
| Closed | -$217K | – | 175 |
|
2021
Q1 | $217K | Hold |
2,364
| – | – | 0.01% | 159 |
|
2020
Q4 | $201K | Buy |
+2,364
| New | +$201K | 0.01% | 154 |
|
2020
Q2 | – | Sell |
-8,631
| Closed | -$603K | – | 157 |
|
2020
Q1 | $603K | Buy |
+8,631
| New | +$603K | 0.05% | 100 |
|
2016
Q4 | – | Sell |
-1,962
| Closed | -$170K | – | 176 |
|
2016
Q3 | $170K | Sell |
1,962
-461
| -19% | -$39.9K | 0.02% | 127 |
|
2016
Q2 | $215K | Sell |
2,423
-63,329
| -96% | -$5.62M | 0.03% | 111 |
|
2016
Q1 | $5.51M | Buy |
65,752
+3,651
| +6% | +$306K | 0.9% | 36 |
|
2015
Q4 | $4.95M | Buy |
62,101
+3,227
| +5% | +$257K | 0.85% | 37 |
|
2015
Q3 | $4.45M | Buy |
58,874
+5,435
| +10% | +$411K | 0.93% | 37 |
|
2015
Q2 | $3.99M | Buy |
53,439
+8,129
| +18% | +$607K | 0.89% | 36 |
|
2015
Q1 | $3.82M | Buy |
45,310
+4,297
| +10% | +$362K | 1.01% | 33 |
|
2014
Q4 | $3.32M | Buy |
41,013
+2,573
| +7% | +$208K | 1.1% | 30 |
|
2014
Q3 | $2.76M | Buy |
38,440
+3,082
| +9% | +$221K | 0.99% | 30 |
|
2014
Q2 | $2.65M | Buy |
35,358
+1,623
| +5% | +$121K | 0.93% | 31 |
|
2014
Q1 | $2.38M | Sell |
33,735
-574
| -2% | -$40.5K | 0.93% | 33 |
|
2013
Q4 | $2.22M | Sell |
34,309
-109,068
| -76% | -$7.04M | 1.1% | 30 |
|
2013
Q3 | $9.48M | Buy |
143,377
+22,168
| +18% | +$1.47M | 5.46% | 3 |
|
2013
Q2 | $8.33M | Buy |
+121,209
| New | +$8.33M | 5.99% | 3 |
|