SkyOak Wealth’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
$357K Hold
4,009
0.07% 153
2025
Q1
$363K Sell
4,009
-82
-2% -$7.42K 0.08% 143
2024
Q4
$364K Hold
4,091
0.08% 147
2024
Q3
$399K Hold
4,091
0.09% 133
2024
Q2
$343K Hold
4,091
0.08% 153
2024
Q1
$354K Hold
4,091
0.08% 161
2023
Q4
$361K Buy
4,091
+38
+0.9% +$3.36K 0.09% 148
2023
Q3
$307K Buy
4,053
+97
+2% +$7.34K 0.09% 163
2023
Q2
$331K Buy
3,956
+46
+1% +$3.84K 0.09% 158
2023
Q1
$325K Buy
3,910
+98
+3% +$8.14K 0.1% 155
2022
Q4
$314K Buy
3,812
+102
+3% +$8.41K 0.11% 157
2022
Q3
$297K Buy
3,710
+116
+3% +$9.29K 0.11% 155
2022
Q2
$327K Buy
3,594
+117
+3% +$10.6K 0.11% 144
2022
Q1
$377K Sell
3,477
-3,283
-49% -$356K 0.1% 151
2021
Q4
$784K Sell
6,760
-550
-8% -$63.8K 0.2% 104
2021
Q3
$744K Buy
7,310
+98
+1% +$9.97K 0.2% 98
2021
Q2
$734K Buy
7,212
+81
+1% +$8.24K 0.2% 103
2021
Q1
$698K Buy
7,131
+365
+5% +$35.7K 0.19% 106
2020
Q4
$575K Buy
6,766
+254
+4% +$21.6K 0.18% 123
2020
Q3
$514K Sell
6,512
-7,271
-53% -$574K 0.18% 119
2020
Q2
$1.08M Buy
13,783
+4,835
+54% +$380K 0.4% 62
2020
Q1
$625K Sell
8,948
-4,624
-34% -$323K 0.32% 75
2019
Q4
$1.26M Buy
+13,572
New +$1.26M 0.39% 64