Summit Trail 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 | $435K | Sell |
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|
2025
Q2 | $702K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $796K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $943K | Hold |
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|
2021
Q1 | $851K | Hold |
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|
2020
Q4 | $787K | Hold |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $443K | Sell |
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|
2020
Q1 | $752K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $690K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $49K | Buy |
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