SteelPeak Wealth’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
$298K Sell
3,344
-1,553
-32% -$138K 0.01% 407
2025
Q1
$443K Buy
4,897
+433
+10% +$39.2K 0.02% 344
2024
Q4
$398K Buy
4,464
+801
+22% +$71.4K 0.02% 345
2024
Q3
$360K Buy
3,663
+14
+0.4% +$1.38K 0.02% 354
2024
Q2
$309K Sell
3,649
-374
-9% -$31.7K 0.01% 353
2024
Q1
$348K Sell
4,023
-4
-0.1% -$346 0.02% 330
2023
Q4
$356K Sell
4,027
-791
-16% -$69.9K 0.02% 306
2023
Q3
$368K Buy
4,818
+115
+2% +$8.78K 0.02% 288
2023
Q2
$397K Buy
+4,703
New +$397K 0.02% 269