TFA
Tobias Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,518
| Closed | -$228K | – | 126 |
|
|
2025
Q1 | $228K | Sell |
2,518
-307
| -11% | -$27.8K | 0.04% | 105 |
|
|
2024
Q4 | $252K | Buy |
+2,825
| New | +$252K | 0.05% | 93 |
|
|
2022
Q1 | – | Sell |
-12,355
| Closed | -$1.43M | – | 125 |
|
|
2021
Q4 | $1.43M | Buy |
+12,355
| New | +$1.43M | 0.11% | 63 |
|
|
2020
Q1 | – | Sell |
-212
| Closed | -$19K | – | 286 |
|
|
2019
Q4 | $19K | Buy |
+212
| New | +$19K | 0.01% | 151 |
|