SOA Wealth Advisors’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 | $20.8K | Sell |
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|
2025
Q2 | $25K | Buy |
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|
2025
Q1 | $20.6K | Hold |
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|
2024
Q4 | $20.2K | Hold |
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|
2024
Q3 | $22.1K | Hold |
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|
2024
Q2 | $19K | Hold |
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|
2024
Q1 | $19.6K | Buy |
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|
2023
Q4 | $1.5K | Sell |
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|
2023
Q3 | $19.2K | Sell |
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|
2023
Q2 | $24.3K | Sell |
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|
2023
Q1 | $31.9K | Hold |
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|
2022
Q4 | $31.7K | Sell |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $37K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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