Sweeney & Michel’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 | $1.12M | Sell |
12,487
-661
| -5% | -$59.3K | 0.4% | 45 |
|
|
2025
Q1 | $1.05M | Buy |
+13,148
| New | +$1.05M | 0.46% | 39 |
|
|
2024
Q3 | $1.26M | Buy |
12,871
+163
| +1% | +$15.9K | 0.49% | 37 |
|
|
2024
Q2 | $1.06M | Buy |
12,708
+155
| +1% | +$13K | 0.45% | 40 |
|
|
2024
Q1 | $1.05M | Buy |
+12,553
| New | +$1.05M | 0.47% | 38 |
|
|
2023
Q3 | $963K | Buy |
12,658
+60
| +0.5% | +$4.57K | 0.5% | 35 |
|
|
2023
Q2 | $1.05M | Buy |
12,598
+680
| +6% | +$56.8K | 0.54% | 32 |
|
|
2023
Q1 | $979K | Buy |
+11,918
| New | +$979K | 0.52% | 34 |
|