Sterling Financial Planning’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 | $2.88M | Sell |
32,296
-6
| -0% | -$534 | 0.96% | 31 |
|
|
2025
Q1 | $2.92M | Sell |
32,302
-891
| -3% | -$80.7K | 1.06% | 28 |
|
|
2024
Q4 | $2.96M | Buy |
33,193
+1,522
| +5% | +$136K | 1.09% | 30 |
|
|
2024
Q3 | $3.09M | Sell |
31,671
-176
| -0.6% | -$17.1K | 1.14% | 27 |
|
|
2024
Q2 | $2.67M | Sell |
31,847
-1,524
| -5% | -$128K | 1.08% | 28 |
|
|
2024
Q1 | $2.89M | Sell |
33,371
-709
| -2% | -$61.3K | 1.17% | 26 |
|
|
2023
Q4 | $3.01M | Buy |
34,080
+998
| +3% | +$88.2K | 1.3% | 25 |
|
|
2023
Q3 | $2.5M | Sell |
33,082
-1,500
| -4% | -$113K | 1.28% | 24 |
|
|
2023
Q2 | $2.89M | Buy |
34,582
+428
| +1% | +$35.8K | 1.43% | 22 |
|
|
2023
Q1 | $2.84M | Sell |
34,154
-186
| -0.5% | -$15.4K | 1.54% | 18 |
|
|
2022
Q4 | $2.83M | Sell |
34,340
-869
| -2% | -$71.7K | 1.69% | 17 |
|
|
2022
Q3 | $2.82M | Buy |
35,209
+1,671
| +5% | +$134K | 1.98% | 15 |
|
|
2022
Q2 | $3.06M | Buy |
33,538
+467
| +1% | +$42.6K | 2.15% | 15 |
|
|
2022
Q1 | $3.58M | Buy |
33,071
+581
| +2% | +$63K | 2.26% | 14 |
|
|
2021
Q4 | $3.77M | Buy |
32,490
+794
| +3% | +$92.1K | 2.36% | 14 |
|
|
2021
Q3 | $3.23M | Buy |
31,696
+1,139
| +4% | +$116K | 2.05% | 14 |
|
|
2021
Q2 | $3.11M | Buy |
30,557
+1,707
| +6% | +$174K | 2.02% | 14 |
|
|
2021
Q1 | $2.65M | Buy |
28,850
+3,366
| +13% | +$309K | 1.89% | 15 |
|
|
2020
Q4 | $2.16M | Buy |
+25,484
| New | +$2.16M | 1.74% | 16 |
|