Stone Summit Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
28,641
-1,317
| -4% | -$60.8K | 0.41% | 64 |
|
|
2025
Q1 | $1.21M | Buy |
29,958
+1,455
| +5% | +$58.9K | 0.41% | 67 |
|
|
2024
Q4 | $1.13M | Sell |
28,503
-27
| -0.1% | -$1.07K | 0.38% | 68 |
|
|
2024
Q3 | $1.34M | Buy |
28,530
+1,251
| +5% | +$58.7K | 0.43% | 65 |
|
|
2024
Q2 | $1.11M | Buy |
27,279
+995
| +4% | +$40.4K | 0.4% | 67 |
|
|
2024
Q1 | $1.11M | Buy |
26,284
+3,564
| +16% | +$150K | 0.39% | 68 |
|
|
2023
Q4 | $968K | Buy |
22,720
+4,397
| +24% | +$187K | 0.37% | 73 |
|
|
2023
Q3 | $713K | Buy |
18,323
+1,342
| +8% | +$52.2K | 0.31% | 81 |
|
|
2023
Q2 | $682K | Buy |
16,981
+1,720
| +11% | +$69.1K | 0.28% | 84 |
|
|
2023
Q1 | $619K | Buy |
15,261
+2,747
| +22% | +$111K | 0.28% | 82 |
|
|
2022
Q4 | $517K | Sell |
12,514
-931
| -7% | -$38.5K | 0.25% | 84 |
|
|
2022
Q3 | $513K | Sell |
13,445
-66
| -0.5% | -$2.52K | 0.32% | 81 |
|
|
2022
Q2 | $599K | Buy |
13,511
+231
| +2% | +$10.2K | 0.36% | 72 |
|
|
2022
Q1 | $699K | Buy |
13,280
+2,306
| +21% | +$121K | 0.39% | 72 |
|
|
2021
Q4 | $592K | Buy |
+10,974
| New | +$592K | 0.48% | 66 |
|