Summit Financial’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
Q2
$3.41M Sell
2025
Q1
$3.47M Buy
2024
Q4
$1.05M Buy
2024
Q3
$1M Buy
2024
Q2
$700K Buy
2024
Q1
$422K Buy
2020
Q2
Sell
2020
Q1
$392K Buy
2019
Q4
$487K Buy
2019
Q3
Sell
2019
Q2
$473K Sell
2019
Q1
$669K Buy
2018
Q4
$511K Buy