Sovereign Financial 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
Q3 | $486K | Sell |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $976K | Sell |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.57M | Buy |
|