Strategic Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $37.4K | Buy |
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|
2019
Q2 | $92K | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $189K | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $779K | Sell |
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|
2017
Q4 | $1.2M | Buy |
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