Synergy Financial Group’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 | $298K | Hold |
3,345
| – | – | 0.22% | 84 |
|
|
2025
Q1 | $303K | Hold |
3,345
| – | – | 0.27% | 75 |
|
|
2024
Q4 | $298K | Hold |
3,345
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $326K | Buy |
3,345
+13
| +0.4% | +$1.27K | 0.31% | 57 |
|
|
2024
Q2 | $279K | Hold |
3,332
| – | – | 0.29% | 65 |
|
|
2024
Q1 | $288K | Hold |
3,332
| – | – | 0.32% | 63 |
|
|
2023
Q4 | $294K | Hold |
3,332
| – | – | 0.36% | 62 |
|
|
2023
Q3 | $252K | Hold |
3,332
| – | – | 0.35% | 65 |
|
|
2023
Q2 | $278K | Hold |
3,332
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $277K | Hold |
3,332
| – | – | 0.45% | 55 |
|
|
2022
Q4 | $275K | Buy |
3,332
+64
| +2% | +$5.28K | 0.54% | 54 |
|
|
2022
Q3 | $262K | Buy |
+3,268
| New | +$262K | 0.39% | 68 |
|