Silver Oak Advisory Group’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
$6.39M Buy
71,800
+1,084
+2% +$96.5K 3.1% 9
2025
Q1
$6.4M Buy
70,716
+101
+0.1% +$9.14K 3.4% 9
2024
Q4
$6.29M Buy
70,615
+219
+0.3% +$19.5K 3.33% 9
2024
Q3
$6.86M Buy
70,396
+248
+0.4% +$24.2K 3.52% 9
2024
Q2
$5.88M Sell
70,148
-5,214
-7% -$437K 3.26% 9
2024
Q1
$6.52M Sell
75,362
-4,262
-5% -$369K 3.66% 9
2023
Q4
$7.04M Buy
79,624
+1,591
+2% +$141K 4.13% 9
2023
Q3
$5.9M Sell
78,033
-1,463
-2% -$111K 3.82% 9
2023
Q2
$6.64M Buy
79,496
+3,518
+5% +$294K 4.34% 9
2023
Q1
$6.31M Buy
75,978
+1,956
+3% +$162K 4.24% 9
2022
Q4
$6.11M Buy
74,022
+2,528
+4% +$208K 4.3% 9
2022
Q3
$5.73M Buy
71,494
+2,484
+4% +$199K 4.3% 9
2022
Q2
$6.29M Sell
69,010
-162
-0.2% -$14.8K 4.46% 7
2022
Q1
$7.5M Buy
69,172
+2,619
+4% +$284K 4.89% 6
2021
Q4
$7.72M Buy
+66,553
New +$7.72M 4.89% 6