Smith & Howard Wealth Management’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 | $227K | Sell |
2,548
-30
| -1% | -$2.67K | 0.06% | 74 |
|
|
2025
Q1 | $233K | Hold |
2,578
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $230K | Hold |
2,578
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $251K | Hold |
2,578
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $216K | Sell |
2,578
-11
| -0.4% | -$921 | 0.06% | 78 |
|
|
2024
Q1 | $224K | Hold |
2,589
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $229K | Buy |
+2,589
| New | +$229K | 0.08% | 63 |
|
|
2013
Q3 | – | Sell |
-190
| Closed | -$13K | – | 271 |
|
|
2013
Q2 | $13K | Buy |
+190
| New | +$13K | 0.01% | 164 |
|