Southland Equity Partners’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
Q1 | – | Sell |
-15,744
| Closed | -$1.4M | – | 240 |
|
|
2024
Q4 | $1.4M | Buy |
+15,744
| New | +$1.4M | 0.33% | 58 |
|
|
2023
Q1 | – | Sell |
-2,513
| Closed | -$207K | – | 182 |
|
|
2022
Q4 | $207K | Sell |
2,513
-10,789
| -81% | -$890K | 0.08% | 168 |
|
|
2022
Q3 | $1.07M | Sell |
13,302
-6,898
| -34% | -$553K | 0.52% | 42 |
|
|
2022
Q2 | $1.84M | Sell |
20,200
-252
| -1% | -$23K | 0.84% | 26 |
|
|
2022
Q1 | $2.22M | Sell |
20,452
-333
| -2% | -$36.1K | 0.92% | 21 |
|
|
2021
Q4 | $2.41M | Buy |
20,785
+657
| +3% | +$76.2K | 0.99% | 19 |
|
|
2021
Q3 | $2.05M | Sell |
20,128
-142
| -0.7% | -$14.5K | 0.94% | 19 |
|
|
2021
Q2 | $2.06M | Sell |
20,270
-177
| -0.9% | -$18K | 0.97% | 18 |
|
|
2021
Q1 | $1.88M | Sell |
20,447
-790
| -4% | -$72.6K | 1.07% | 20 |
|
|
2020
Q4 | $1.8M | Buy |
+21,237
| New | +$1.8M | 1.22% | 19 |
|