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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,001	Closed	-$605K	–	232
2024 Q1	$605K	Sell	7,001 -31,318	-82%	-$2.68M	0.06%	138
2023 Q4	$3.39M	Buy	+38,319	New	+$3.04M	0.33%	89
2021 Q1	–	Sell	-24,102	Closed	-$2.05M	–	205
2020 Q4	$2.05M	Buy	+24,102	New	+$2M	0.43%	72
2020 Q2	–	Sell	-4,152	Closed	-$290K	–	239
2020 Q1	$290K	Buy	+4,152	New	+$365K	0.06%	173
2018 Q1	–	Sell	-13,617	Closed	-$1.13M	–	256
2017 Q4	$1.13M	Hold	13,617	–	–	0.21%	141
2017 Q3	$1.13M	Buy	+13,617	New	+$1.14M	0.39%	94
2017 Q2	–	Sell	-14,842	Closed	-$1.23M	–	184
2017 Q1	$1.23M	Buy	14,842 +1,226	+9%	+$102K	0.46%	70
2016 Q4	$1.12M	Sell	13,616 -270	-2%	-$22K	0.45%	73
2016 Q3	$1.2M	Sell	13,886 -100	-0.7%	-$8.92K	0.52%	65
2016 Q2	$1.24M	Buy	+13,986	New	+$1.18M	0.52%	64