Total Clarity 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 | $442K | Buy |
+4,966
| New | +$442K | 0.13% | 171 |
|
2024
Q2 | – | Sell |
-3,091
| Closed | -$267K | – | 287 |
|
2024
Q1 | $267K | Sell |
3,091
-658
| -18% | -$56.9K | 0.09% | 216 |
|
2023
Q4 | $331K | Sell |
3,749
-441
| -11% | -$39K | 0.14% | 163 |
|
2023
Q3 | $317K | Buy |
+4,190
| New | +$317K | 0.15% | 154 |
|
2022
Q3 | – | Sell |
-886
| Closed | -$81K | – | 957 |
|
2022
Q2 | $81K | Buy |
+886
| New | +$81K | 0.04% | 343 |
|
2022
Q1 | – | Sell |
-44
| Closed | -$5K | – | 896 |
|
2021
Q4 | $5K | Sell |
44
-77
| -64% | -$8.75K | ﹤0.01% | 818 |
|
2021
Q3 | $12K | Buy |
+121
| New | +$12K | 0.01% | 641 |
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 729 |
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 827 |
|
2020
Q1 | – | Sell |
-1,263
| Closed | -$117K | – | 606 |
|
2019
Q4 | $117K | Buy |
+1,263
| New | +$117K | 0.09% | 168 |
|