Synergy Asset Management’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
Q1 | – | Sell |
-1,116
| Closed | -$109K | – | 831 |
|
|
2024
Q4 | $109K | Buy |
+1,116
| New | +$109K | 0.01% | 227 |
|
|
2024
Q1 | – | Sell |
-2,840
| Closed | -$251K | – | 171 |
|
|
2023
Q4 | $251K | Buy |
+2,840
| New | +$251K | 0.04% | 122 |
|
|
2022
Q1 | – | Sell |
-1,929
| Closed | -$224K | – | 131 |
|
|
2021
Q4 | $224K | Sell |
1,929
-226
| -10% | -$26.2K | 0.05% | 99 |
|
|
2021
Q3 | $219K | Buy |
+2,155
| New | +$219K | 0.05% | 90 |
|