Silver Oak Advisory Group’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
2026
Q1
$7.3M Buy
82,284
+6,752
+9% +$619K 3.15% 9
2025
Q4
$6.68M Buy
75,532
+836
+1% +$75.1K 3.02% 10
2025
Q3
$6.83M Buy
74,696
+2,896
+4% +$263K 3.09% 9
2025
Q2
$6.39M Buy
71,800
+1,084
+2% +$95.6K 3.1% 9
2025
Q1
$6.4M Buy
70,716
+101
+0.1% +$9.17K 3.4% 9
2024
Q4
$6.29M Buy
70,615
+219
+0.3% +$20.7K 3.33% 9
2024
Q3
$6.86M Buy
70,396
+248
+0.4% +$22.8K 3.52% 9
2024
Q2
$5.88M Sell
70,148
-5,214
-7% -$431K 3.26% 9
2024
Q1
$6.52M Sell
75,362
-4,262
-5% -$364K 3.66% 9
2023
Q4
$7.04M Buy
79,624
+1,591
+2% +$126K 4.13% 9
2023
Q3
$5.9M Sell
78,033
-1,463
-2% -$121K 3.82% 9
2023
Q2
$6.64M Buy
79,496
+3,518
+5% +$288K 4.34% 9
2023
Q1
$6.31M Buy
75,978
+1,956
+3% +$168K 4.24% 9
2022
Q4
$6.11M Buy
74,022
+2,528
+4% +$210K 4.3% 9
2022
Q3
$5.73M Buy
71,494
+2,484
+4% +$232K 4.3% 9
2022
Q2
$6.29M Sell
69,010
-162
-0.2% -$16.1K 4.46% 7
2022
Q1
$7.5M Buy
69,172
+2,619
+4% +$277K 4.89% 6
2021
Q4
$7.72M Buy
+66,553
New +$7.27M 4.89% 6

Other funds holding VNQ