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 |
|