Strategic Financial Partners’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 | $308K | Sell |
3,455
-326
| -9% | -$29K | 0.14% | 64 |
|
|
2025
Q1 | $342K | Buy |
3,781
+184
| +5% | +$16.7K | 0.18% | 56 |
|
|
2024
Q4 | $320K | Buy |
3,597
+6
| +0.2% | +$535 | 0.16% | 56 |
|
|
2024
Q3 | $350K | Sell |
3,591
-121
| -3% | -$11.8K | 0.18% | 53 |
|
|
2024
Q2 | $311K | Sell |
3,712
-682
| -16% | -$57.1K | 0.17% | 55 |
|
|
2024
Q1 | $380K | Buy |
4,394
+354
| +9% | +$30.6K | 0.21% | 53 |
|
|
2023
Q4 | $357K | Sell |
4,040
-16
| -0.4% | -$1.41K | 0.21% | 50 |
|
|
2023
Q3 | $307K | Buy |
4,056
+115
| +3% | +$8.7K | 0.19% | 52 |
|
|
2023
Q2 | $329K | Sell |
3,941
-239
| -6% | -$20K | 0.19% | 53 |
|
|
2023
Q1 | $347K | Buy |
4,180
+133
| +3% | +$11K | 0.21% | 52 |
|
|
2022
Q4 | $334K | Buy |
4,047
+3
| +0.1% | +$248 | 0.2% | 51 |
|
|
2022
Q3 | $324K | Sell |
4,044
-1,895
| -32% | -$152K | 0.21% | 45 |
|
|
2022
Q2 | $541K | Buy |
5,939
+1
| +0% | +$91 | 0.32% | 38 |
|
|
2022
Q1 | $644K | Sell |
5,938
-372
| -6% | -$40.3K | 0.33% | 37 |
|
|
2021
Q4 | $732K | Sell |
6,310
-353
| -5% | -$41K | 0.36% | 38 |
|
|
2021
Q3 | $678K | Buy |
6,663
+202
| +3% | +$20.6K | 0.36% | 38 |
|
|
2021
Q2 | $658K | Sell |
6,461
-70
| -1% | -$7.13K | 0.36% | 38 |
|
|
2021
Q1 | $600K | Buy |
6,531
+2,461
| +60% | +$226K | 0.36% | 38 |
|
|
2020
Q4 | $346K | Buy |
4,070
+211
| +5% | +$17.9K | 0.23% | 51 |
|
|
2020
Q3 | $305K | Buy |
3,859
+585
| +18% | +$46.2K | 0.24% | 51 |
|
|
2020
Q2 | $257K | Sell |
3,274
-1,115
| -25% | -$87.5K | 0.21% | 54 |
|
|
2020
Q1 | $307K | Sell |
4,389
-557
| -11% | -$39K | 0.33% | 47 |
|
|
2019
Q4 | $459K | Buy |
+4,946
| New | +$459K | 0.38% | 50 |
|