Summit Financial’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 | $3.41M | Sell |
38,273
-24
| -0.1% | -$2.14K | 0.08% | 214 |
|
|
2025
Q1 | $3.47M | Buy |
38,297
+26,514
| +225% | +$2.4M | 0.1% | 178 |
|
|
2024
Q4 | $1.05M | Buy |
11,783
+1,602
| +16% | +$143K | 0.04% | 309 |
|
|
2024
Q3 | $1M | Buy |
10,181
+1,924
| +23% | +$189K | 0.04% | 260 |
|
|
2024
Q2 | $700K | Buy |
8,257
+3,372
| +69% | +$286K | 0.03% | 274 |
|
|
2024
Q1 | $422K | Buy |
+4,885
| New | +$422K | 0.03% | 282 |
|
|
2020
Q2 | – | Sell |
-5,609
| Closed | -$392K | – | 44 |
|
|
2020
Q1 | $392K | Buy |
5,609
+362
| +7% | +$25.3K | 0.09% | 27 |
|
|
2019
Q4 | $487K | Buy |
+5,247
| New | +$487K | 0.08% | 35 |
|
|
2019
Q3 | – | Sell |
-5,357
| Closed | -$473K | – | 37 |
|
|
2019
Q2 | $473K | Sell |
5,357
-2,288
| -30% | -$202K | 0.08% | 36 |
|
|
2019
Q1 | $669K | Buy |
7,645
+798
| +12% | +$69.8K | 0.11% | 31 |
|
|
2018
Q4 | $511K | Buy |
+6,847
| New | +$511K | 0.1% | 34 |
|