Tyler-Stone 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 | $298K | Sell |
3,341
-43
| -1% | -$3.83K | 0.05% | 269 |
|
|
2025
Q1 | $306K | Buy |
3,384
+300
| +10% | +$27.2K | 0.06% | 252 |
|
|
2024
Q4 | $275K | Buy |
3,084
+8
| +0.3% | +$713 | 0.05% | 269 |
|
|
2024
Q3 | $300K | Buy |
3,076
+1,661
| +117% | +$162K | 0.06% | 248 |
|
|
2024
Q2 | $119K | Buy |
1,415
+9
| +0.6% | +$754 | 0.05% | 256 |
|
|
2024
Q1 | $122K | Sell |
1,406
-108
| -7% | -$9.34K | 0.05% | 248 |
|
|
2023
Q4 | $134K | Buy |
1,514
+29
| +2% | +$2.56K | 0.07% | 222 |
|
|
2023
Q3 | $112K | Sell |
1,485
-257
| -15% | -$19.4K | 0.06% | 235 |
|
|
2023
Q2 | $146K | Buy |
+1,742
| New | +$146K | 0.08% | 196 |
|
|
2022
Q4 | $143K | Buy |
1,733
+13
| +0.8% | +$1.07K | 0.1% | 190 |
|
|
2022
Q3 | $138K | Buy |
1,720
+11
| +0.6% | +$883 | 0.11% | 173 |
|
|
2022
Q2 | $156K | Buy |
1,709
+5
| +0.3% | +$456 | 0.1% | 175 |
|
|
2022
Q1 | $185K | Buy |
1,704
+51
| +3% | +$5.54K | 0.1% | 183 |
|
|
2021
Q4 | $192K | Buy |
+1,653
| New | +$192K | 0.1% | 189 |
|