Topel & Distasi Wealth 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
Q2 | $275K | Sell |
3,087
-4,182
| -58% | -$372K | 0.14% | 57 |
|
|
2025
Q1 | $658K | Sell |
7,269
-1,145
| -14% | -$104K | 0.31% | 53 |
|
|
2024
Q4 | $750K | Hold |
8,414
| – | – | 0.32% | 53 |
|
|
2024
Q3 | $820K | Sell |
8,414
-3,077
| -27% | -$300K | 0.34% | 52 |
|
|
2024
Q2 | $962K | Sell |
11,491
-1,178
| -9% | -$98.7K | 0.42% | 47 |
|
|
2024
Q1 | $1.1M | Buy |
12,669
+945
| +8% | +$81.7K | 0.48% | 44 |
|
|
2023
Q4 | $1.04M | Sell |
11,724
-3
| -0% | -$265 | 0.49% | 40 |
|
|
2023
Q3 | $887K | Buy |
11,727
+32
| +0.3% | +$2.42K | 0.47% | 43 |
|
|
2023
Q2 | $977K | Buy |
11,695
+42
| +0.4% | +$3.51K | 0.49% | 43 |
|
|
2023
Q1 | $968K | Buy |
11,653
+1,384
| +13% | +$115K | 0.5% | 44 |
|
|
2022
Q4 | $847K | Hold |
10,269
| – | – | 0.47% | 43 |
|
|
2022
Q3 | $872K | Sell |
10,269
-138
| -1% | -$11.7K | 0.48% | 45 |
|
|
2022
Q2 | $948K | Buy |
10,407
+14
| +0.1% | +$1.28K | 0.55% | 39 |
|
|
2022
Q1 | $1.13M | Sell |
10,393
-1,173
| -10% | -$127K | 0.47% | 47 |
|
|
2021
Q4 | $1.34M | Buy |
+11,566
| New | +$1.34M | 0.55% | 42 |
|