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 |
|