SWS Partners’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 | $261K | Buy |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $675K | Sell |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $641K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $652K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $690K | Sell |
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|
2020
Q3 | $642K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q3 | $549K | Sell |
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|
2019
Q2 | $542K | Buy |
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|
2018
Q4 | $445K | Sell |
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|
2018
Q3 | $526K | Buy |
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|
2018
Q2 | $531K | Buy |
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|
2018
Q1 | $399K | Sell |
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|
2017
Q4 | $485K | Buy |
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