Towerpoint Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Towerpoint Wealth’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	5,084 -306	-6%	-$27.3K	0.2%	58
2025 Q1	$488K	Sell	5,390 -1,905	-26%	-$172K	0.24%	50
2024 Q4	$650K	Sell	7,295 -13	-0.2%	-$1.16K	0.32%	44
2024 Q3	$712K	Buy	7,308 +463	+7%	+$45.1K	0.34%	44
2024 Q2	$573K	Sell	6,845 -466	-6%	-$39K	0.29%	45
2024 Q1	$632K	Sell	7,311 -215	-3%	-$18.6K	0.32%	44
2023 Q4	$665K	Sell	7,526 -831	-10%	-$73.4K	0.36%	41
2023 Q3	$632K	Sell	8,357 -1,144	-12%	-$86.6K	0.38%	43
2023 Q2	$794K	Sell	9,501 -1,047	-10%	-$87.5K	0.45%	42
2023 Q1	$876K	Sell	10,548 -1,641	-13%	-$136K	0.5%	35
2022 Q4	$1.01M	Buy	12,189 +3,078	+34%	+$254K	0.58%	32
2022 Q3	$730K	Sell	9,111 -2,003	-18%	-$160K	0.44%	39
2022 Q2	$1.01M	Sell	11,114 -925	-8%	-$84.3K	0.61%	35
2022 Q1	$1.31M	Sell	12,039 -1,192	-9%	-$129K	0.65%	29
2021 Q4	$1.54M	Sell	13,231 -2,602	-16%	-$302K	0.73%	28
2021 Q3	$1.61M	Sell	15,833 -2,611	-14%	-$266K	0.8%	26
2021 Q2	$1.88M	Sell	18,444 -9,960	-35%	-$1.01M	0.93%	26
2021 Q1	$2.61M	Sell	28,404 -12,979	-31%	-$1.19M	1.25%	21
2020 Q4	$3.52M	Sell	41,383 -5,437	-12%	-$462K	1.76%	19
2020 Q3	$3.7M	Buy	46,820 +509	+1%	+$40.2K	2.05%	16
2020 Q2	$3.64M	Buy	46,311 +67	+0.1%	+$5.26K	2.26%	15
2020 Q1	$3.23M	Sell	46,244 -1,308	-3%	-$91.4K	2.56%	14
2019 Q4	$4.41M	Sell	47,552 -2,713	-5%	-$252K	2.92%	13
2019 Q3	$4.69M	Sell	50,265 -1,498	-3%	-$140K	3.18%	13
2019 Q2	$4.6M	Sell	51,763 -6,912	-12%	-$614K	3.23%	14
2019 Q1	$5.1M	Sell	58,675 -647	-1%	-$56.2K	3.56%	13
2018 Q4	$4.42M	Buy	59,322 +1,569	+3%	+$117K	3.55%	13
2018 Q3	$4.66M	Buy	57,753 +1,826	+3%	+$147K	3.87%	10
2018 Q2	$4.56M	Buy	55,927 +3,022	+6%	+$246K	4.28%	12
2018 Q1	$3.99M	Buy	52,905 +5,209	+11%	+$393K	4.43%	12
2017 Q4	$3.96M	Buy	+47,696	New	+$3.96M	5.24%	10