Spire Wealth Management’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
Q2 | $669K | Sell |
7,510
-4,185
| -36% | -$373K | 0.02% | 450 |
|
|
2025
Q1 | $1.06M | Sell |
11,695
-4,717
| -29% | -$427K | 0.03% | 390 |
|
|
2024
Q4 | $1.46M | Sell |
16,412
-43,099
| -72% | -$3.84M | 0.05% | 307 |
|
|
2024
Q3 | $5.8M | Buy |
59,511
+1,775
| +3% | +$173K | 0.2% | 106 |
|
|
2024
Q2 | $4.82M | Sell |
57,736
-1,214
| -2% | -$101K | 0.17% | 126 |
|
|
2024
Q1 | $25.1M | Buy |
58,950
+2,240
| +4% | +$955K | 0.46% | 40 |
|
|
2023
Q4 | $4.84M | Sell |
56,710
-4,676
| -8% | -$399K | 0.16% | 147 |
|
|
2023
Q3 | $4.64M | Buy |
61,386
+2,389
| +4% | +$181K | 0.18% | 116 |
|
|
2023
Q2 | $4.93M | Buy |
58,997
+5,005
| +9% | +$418K | 0.18% | 104 |
|
|
2023
Q1 | $4.48M | Buy |
53,992
+17,906
| +50% | +$1.49M | 0.17% | 117 |
|
|
2022
Q4 | $2.98M | Sell |
36,086
-162
| -0.4% | -$13.4K | 0.17% | 127 |
|
|
2022
Q3 | $2.91M | Sell |
36,248
-16,657
| -31% | -$1.34M | 0.18% | 117 |
|
|
2022
Q2 | $4.82M | Sell |
52,905
-8,972
| -14% | -$817K | 0.2% | 124 |
|
|
2022
Q1 | $6.71M | Sell |
61,877
-3,518
| -5% | -$382K | 0.18% | 131 |
|
|
2021
Q4 | $7.59M | Buy |
65,395
+6,693
| +11% | +$777K | 0.17% | 139 |
|
|
2021
Q3 | $5.97M | Buy |
58,702
+1,714
| +3% | +$174K | 0.16% | 148 |
|
|
2021
Q2 | $5.83M | Sell |
56,988
-3,779
| -6% | -$387K | 0.16% | 154 |
|
|
2021
Q1 | $4.84M | Buy |
+60,767
| New | +$4.84M | 0.13% | 164 |
|