Strategic 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 | $386K | Sell |
4,338
-13
| -0.3% | -$1.16K | 0.24% | 32 |
|
|
2025
Q1 | $394K | Buy |
4,351
+1
| +0% | +$91 | 0.27% | 30 |
|
|
2024
Q4 | $387K | Buy |
4,350
+4
| +0.1% | +$356 | 0.26% | 30 |
|
|
2024
Q3 | $423K | Sell |
4,346
-919
| -17% | -$89.5K | 0.28% | 30 |
|
|
2024
Q2 | $441K | Hold |
5,265
| – | – | 0.32% | 29 |
|
|
2024
Q1 | $455K | Hold |
5,265
| – | – | 0.34% | 29 |
|
|
2023
Q4 | $465K | Sell |
5,265
-8,582
| -62% | -$758K | 0.36% | 29 |
|
|
2023
Q3 | $1.05M | Sell |
13,847
-113
| -0.8% | -$8.55K | 0.96% | 21 |
|
|
2023
Q2 | $1.17M | Buy |
13,960
+6
| +0% | +$501 | 1.03% | 21 |
|
|
2023
Q1 | $1.16M | Sell |
13,954
-837
| -6% | -$69.5K | 1.06% | 22 |
|
|
2022
Q4 | $1.22M | Buy |
14,791
+6,532
| +79% | +$539K | 1.18% | 22 |
|
|
2022
Q3 | $662K | Buy |
8,259
+9
| +0.1% | +$721 | 0.69% | 25 |
|
|
2022
Q2 | $752K | Sell |
8,250
-190
| -2% | -$17.3K | 0.72% | 23 |
|
|
2022
Q1 | $915K | Sell |
8,440
-993
| -11% | -$108K | 0.76% | 24 |
|
|
2021
Q4 | $1.09M | Buy |
9,433
+241
| +3% | +$28K | 0.79% | 22 |
|
|
2021
Q3 | $936K | Hold |
9,192
| – | – | 0.69% | 22 |
|
|
2021
Q2 | $936K | Sell |
9,192
-1,400
| -13% | -$143K | 0.68% | 22 |
|
|
2021
Q1 | $973K | Buy |
10,592
+525
| +5% | +$48.2K | 0.73% | 22 |
|
|
2020
Q4 | $855K | Buy |
10,067
+57
| +0.6% | +$4.84K | 0.75% | 22 |
|
|
2020
Q3 | $790K | Buy |
10,010
+23
| +0.2% | +$1.82K | 0.82% | 22 |
|
|
2020
Q2 | $784K | Buy |
+9,987
| New | +$784K | 0.87% | 21 |
|