TFO Wealth Partners’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 | $3.88M | Buy |
43,548
+62
| +0.1% | +$5.52K | 0.68% | 15 |
|
|
2025
Q1 | $3.94M | Buy |
+43,486
| New | +$3.94M | 0.78% | 12 |
|
|
2024
Q4 | – | Sell |
-43,115
| Closed | -$4.2M | – | 30 |
|
|
2024
Q3 | $4.2M | Buy |
43,115
+19
| +0% | +$1.85K | 0.77% | 11 |
|
|
2024
Q2 | $3.61M | Buy |
43,096
+35
| +0.1% | +$2.93K | 0.71% | 13 |
|
|
2024
Q1 | $3.72M | Sell |
43,061
-39
| -0.1% | -$3.37K | 0.72% | 12 |
|
|
2023
Q4 | $3.81M | Buy |
43,100
+99
| +0.2% | +$8.75K | 0.78% | 10 |
|
|
2023
Q3 | $3.59M | Hold |
43,001
| – | – | 0.75% | 11 |
|
|
2023
Q2 | $3.59M | Sell |
43,001
-87
| -0.2% | -$7.27K | 0.76% | 11 |
|
|
2023
Q1 | $3.58M | Buy |
43,088
+34,750
| +417% | +$2.89M | 0.78% | 10 |
|
|
2022
Q4 | $2.93M | Sell |
8,338
-34,362
| -80% | -$12.1M | 0.68% | 13 |
|
|
2022
Q3 | $3.42M | Sell |
42,700
-34
| -0.1% | -$2.73K | 0.86% | 12 |
|
|
2022
Q2 | $3.89M | Sell |
42,734
-1,346
| -3% | -$123K | 0.88% | 13 |
|
|
2022
Q1 | $4.78M | Buy |
44,080
+760
| +2% | +$82.4K | 0.95% | 11 |
|
|
2021
Q4 | $4.84M | Sell |
43,320
-1,286
| -3% | -$144K | 0.93% | 10 |
|
|
2021
Q3 | $4.54M | Buy |
44,606
+391
| +0.9% | +$39.8K | 0.9% | 10 |
|
|
2021
Q2 | $4.53M | Sell |
44,215
-2,453
| -5% | -$251K | 0.89% | 10 |
|
|
2021
Q1 | $4.29M | Buy |
46,668
+4,886
| +12% | +$449K | 1.29% | 7 |
|
|
2020
Q4 | $3.55M | Buy |
41,782
+578
| +1% | +$49.1K | 1.13% | 9 |
|
|
2020
Q3 | $3.25M | Buy |
41,204
+890
| +2% | +$70.3K | 1.25% | 7 |
|
|
2020
Q2 | $3.17M | Sell |
40,314
-45
| -0.1% | -$3.53K | 1.25% | 8 |
|
|
2020
Q1 | $2.82M | Sell |
40,359
-1,420
| -3% | -$99.2K | 1.21% | 8 |
|
|
2019
Q4 | $3.88M | Buy |
+41,779
| New | +$3.88M | 3.57% | 5 |
|