Strategic Wealth Investment Group’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 | $692K | Buy |
7,771
+595
| +8% | +$53K | 1% | 33 |
|
|
2025
Q1 | $650K | Sell |
7,176
-94,476
| -93% | -$8.55M | 1.13% | 32 |
|
|
2024
Q4 | $9.06M | Sell |
101,652
-3,016
| -3% | -$269K | 1% | 37 |
|
|
2024
Q3 | $10.1M | Sell |
104,668
-12,830
| -11% | -$1.24M | 1.09% | 36 |
|
|
2024
Q2 | $9.75M | Buy |
+117,498
| New | +$9.75M | 1.23% | 25 |
|
|
2023
Q4 | $5.8M | Buy |
65,641
+6,394
| +11% | +$565K | 0.87% | 37 |
|
|
2023
Q3 | $4.48M | Buy |
59,247
+2,884
| +5% | +$218K | 0.81% | 43 |
|
|
2023
Q2 | $4.71M | Buy |
56,363
+9,788
| +21% | +$818K | 0.75% | 41 |
|
|
2023
Q1 | $3.87M | Buy |
46,575
+8,174
| +21% | +$679K | 0.72% | 40 |
|
|
2022
Q4 | $3.35M | Buy |
38,401
+2,595
| +7% | +$226K | 0.77% | 38 |
|
|
2022
Q3 | $2.87M | Buy |
35,806
+3,926
| +12% | +$315K | 0.83% | 37 |
|
|
2022
Q2 | $2.91M | Sell |
31,880
-5,995
| -16% | -$546K | 0.73% | 43 |
|
|
2022
Q1 | $4.1M | Buy |
37,875
+1,112
| +3% | +$120K | 0.98% | 32 |
|
|
2021
Q4 | $4.27M | Buy |
36,763
+3,302
| +10% | +$383K | 1.11% | 26 |
|
|
2021
Q3 | $3.39M | Buy |
33,461
+3,584
| +12% | +$364K | 1.01% | 32 |
|
|
2021
Q2 | $3.04M | Buy |
29,877
+2,961
| +11% | +$301K | 1.08% | 25 |
|
|
2021
Q1 | $2.47M | Buy |
26,916
+3,123
| +13% | +$287K | 1.19% | 22 |
|
|
2020
Q4 | $2.02M | Buy |
23,793
+3,803
| +19% | +$323K | 1.18% | 18 |
|
|
2020
Q3 | $1.58M | Buy |
19,990
+2,034
| +11% | +$161K | 1.19% | 22 |
|
|
2020
Q2 | $1.41M | Sell |
17,956
-10,014
| -36% | -$786K | 1.38% | 20 |
|
|
2020
Q1 | $1.95M | Buy |
27,970
+3,364
| +14% | +$235K | 3.18% | 11 |
|
|
2019
Q4 | $2.28M | Buy |
+24,606
| New | +$2.28M | 2.37% | 14 |
|