SwitchPoint Financial Planning’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
$275K Buy
3,091
+22
+0.7% +$1.96K 0.23% 46
2025
Q1
$278K Buy
3,069
+561
+22% +$50.8K 0.26% 39
2024
Q4
$223K Buy
+2,508
New +$223K 0.21% 45