Sound View Wealth Advisors Group’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
Q2 | $489K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $306K | Buy |
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