The Family Firm’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 | $6.01M | Sell |
67,538
-1,354
| -2% | -$121K | 1.45% | 17 |
|
|
2025
Q1 | $6.24M | Sell |
68,892
-230,183
| -77% | -$20.8M | 1.39% | 14 |
|
|
2024
Q4 | $5.94M | Buy |
299,075
+1,375
| +0.5% | +$27.3K | 1.32% | 15 |
|
|
2024
Q3 | $6.34M | Buy |
297,700
+2,987
| +1% | +$63.6K | 1.39% | 15 |
|
|
2024
Q2 | $5.24M | Buy |
294,713
+231,770
| +368% | +$4.12M | 1.17% | 17 |
|
|
2024
Q1 | $5.44M | Buy |
62,943
+46
| +0.1% | +$3.98K | 1.33% | 14 |
|
|
2023
Q4 | $5.56M | Buy |
62,897
+429
| +0.7% | +$37.9K | 1.43% | 14 |
|
|
2023
Q3 | $4.73M | Sell |
62,468
-1,547
| -2% | -$117K | 1.33% | 15 |
|
|
2023
Q2 | $5.35M | Buy |
64,015
+5,858
| +10% | +$489K | 1.41% | 14 |
|
|
2023
Q1 | $4.83M | Buy |
58,157
+365
| +0.6% | +$30.3K | 1.34% | 15 |
|
|
2022
Q4 | $4.77M | Sell |
57,792
-2,558
| -4% | -$211K | 1.39% | 13 |
|
|
2022
Q3 | $4.84M | Buy |
60,350
+1,273
| +2% | +$102K | 1.55% | 15 |
|
|
2022
Q2 | $5.38M | Buy |
59,077
+322
| +0.5% | +$29.3K | 1.59% | 14 |
|
|
2022
Q1 | $6.37M | Sell |
58,755
-236
| -0.4% | -$25.6K | 1.67% | 13 |
|
|
2021
Q4 | $6.84M | Sell |
58,991
-1,833
| -3% | -$213K | 1.77% | 11 |
|
|
2021
Q3 | $6.59M | Sell |
60,824
-1,216
| -2% | -$132K | 1.73% | 12 |
|
|
2021
Q2 | $6.32M | Buy |
62,040
+81
| +0.1% | +$8.25K | 1.72% | 13 |
|
|
2021
Q1 | $5.69M | Buy |
61,959
+159
| +0.3% | +$14.6K | 1.64% | 14 |
|
|
2020
Q4 | $5.23M | Buy |
61,800
+4,832
| +8% | +$409K | 1.56% | 15 |
|
|
2020
Q3 | $4.5M | Buy |
56,968
+2,396
| +4% | +$189K | 1.61% | 14 |
|
|
2020
Q2 | $4.29M | Buy |
54,572
+5,476
| +11% | +$430K | 1.6% | 13 |
|
|
2020
Q1 | $3.43M | Buy |
49,096
+2,058
| +4% | +$144K | 1.46% | 15 |
|
|
2019
Q4 | $4.37M | Sell |
47,038
-1,101
| -2% | -$102K | 1.48% | 15 |
|
|
2019
Q3 | $4.49M | Sell |
48,139
-1,638
| -3% | -$153K | 1.59% | 13 |
|
|
2019
Q2 | $4.35M | Sell |
49,777
-273
| -0.5% | -$23.9K | 1.54% | 14 |
|
|
2019
Q1 | $4.35M | Sell |
50,050
-424
| -0.8% | -$36.9K | 1.58% | 13 |
|
|
2018
Q4 | $3.76M | Sell |
50,474
-1,791
| -3% | -$134K | 1.5% | 14 |
|
|
2018
Q3 | $4.22M | Sell |
52,265
-4,289
| -8% | -$346K | 1.53% | 14 |
|
|
2018
Q2 | $4.61M | Buy |
56,554
+2,477
| +5% | +$202K | 1.73% | 12 |
|
|
2018
Q1 | $4.08M | Buy |
54,077
+4,477
| +9% | +$338K | 1.59% | 13 |
|
|
2017
Q4 | $4.12M | Buy |
49,600
+3,919
| +9% | +$325K | 1.63% | 13 |
|
|
2017
Q3 | $3.8M | Buy |
45,681
+735
| +2% | +$61.1K | 1.58% | 14 |
|
|
2017
Q2 | $3.74M | Buy |
44,946
+1,993
| +5% | +$166K | 1.65% | 13 |
|
|
2017
Q1 | $3.55M | Sell |
42,953
-676
| -2% | -$55.8K | 1.69% | 14 |
|
|
2016
Q4 | $3.6M | Buy |
43,629
+5,837
| +15% | +$482K | 1.7% | 13 |
|
|
2016
Q3 | $3.28M | Sell |
37,792
-578
| -2% | -$50.1K | 1.56% | 15 |
|
|
2016
Q2 | $3.4M | Buy |
38,370
+763
| +2% | +$67.7K | 1.69% | 14 |
|
|
2016
Q1 | $3.15M | Buy |
37,607
+360
| +1% | +$30.2K | 1.6% | 14 |
|
|
2015
Q4 | $2.97M | Sell |
37,247
-1,623
| -4% | -$129K | 1.58% | 14 |
|
|
2015
Q3 | $2.94M | Buy |
38,870
+4,282
| +12% | +$323K | 1.59% | 14 |
|
|
2015
Q2 | $2.58M | Sell |
34,588
-9,604
| -22% | -$717K | 1.33% | 15 |
|
|
2015
Q1 | $3.47M | Buy |
44,192
+5,488
| +14% | +$431K | 1.77% | 13 |
|
|
2014
Q4 | $3.05M | Buy |
+38,704
| New | +$3.05M | 1.59% | 14 |
|