Smith Shellnut Wilson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $599K | Sell |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $772K | Hold |
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|
2024
Q4 | $760K | Hold |
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|
2024
Q3 | $831K | Hold |
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|
2024
Q2 | $714K | Hold |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $754K | Hold |
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|
2023
Q3 | $645K | Hold |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $818K | Sell |
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|
2022
Q4 | $815K | Hold |
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|
2022
Q3 | $793K | Hold |
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|
2022
Q2 | $901K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.26K | Hold |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.38M | Buy |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $633K | Sell |
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|
2018
Q3 | $731K | Buy |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $213K | Buy |
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