Stone Summit 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 | $1.45M | Sell |
16,260
-158
| -1% | -$14.1K | 0.45% | 61 |
|
|
2025
Q1 | $1.49M | Buy |
16,418
+660
| +4% | +$59.8K | 0.5% | 64 |
|
|
2024
Q4 | $1.4M | Buy |
15,758
+291
| +2% | +$25.9K | 0.47% | 61 |
|
|
2024
Q3 | $1.51M | Buy |
15,467
+491
| +3% | +$47.8K | 0.49% | 63 |
|
|
2024
Q2 | $1.25M | Buy |
14,976
+248
| +2% | +$20.8K | 0.45% | 64 |
|
|
2024
Q1 | $1.27M | Buy |
14,728
+1,243
| +9% | +$107K | 0.44% | 64 |
|
|
2023
Q4 | $1.19M | Buy |
13,485
+2,211
| +20% | +$195K | 0.46% | 69 |
|
|
2023
Q3 | $853K | Buy |
11,274
+356
| +3% | +$26.9K | 0.37% | 73 |
|
|
2023
Q2 | $912K | Buy |
10,918
+1,080
| +11% | +$90.2K | 0.38% | 72 |
|
|
2023
Q1 | $817K | Buy |
9,838
+698
| +8% | +$58K | 0.36% | 73 |
|
|
2022
Q4 | $754K | Sell |
9,140
-83
| -0.9% | -$6.85K | 0.37% | 75 |
|
|
2022
Q3 | $739K | Buy |
9,223
+240
| +3% | +$19.2K | 0.45% | 62 |
|
|
2022
Q2 | $818K | Buy |
8,983
+360
| +4% | +$32.8K | 0.49% | 63 |
|
|
2022
Q1 | $951K | Buy |
8,623
+301
| +4% | +$33.2K | 0.53% | 60 |
|
|
2021
Q4 | $962K | Buy |
+8,322
| New | +$962K | 0.78% | 50 |
|