Sterling 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 | $3.73M | Buy |
+41,831
| New | +$3.73M | 1.27% | 19 |
|
2024
Q4 | $4.63M | Sell |
51,936
-4,259
| -8% | -$379K | 1.71% | 16 |
|
2024
Q3 | $5.47M | Sell |
56,195
-2,597
| -4% | -$253K | 2.04% | 16 |
|
2024
Q2 | $4.92M | Sell |
58,792
-1,991
| -3% | -$167K | 2.34% | 12 |
|
2024
Q1 | $5.26M | Sell |
60,783
-960
| -2% | -$83K | 2.62% | 12 |
|
2023
Q4 | $5.46M | Buy |
+61,743
| New | +$5.46M | 3.07% | 10 |
|