Summit Financial Wealth Advisors’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 | $731K | Sell |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $295K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Buy |
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