Ulland Investment Advisors’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 | $15K | Hold |
170
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $15K | Hold |
170
| – | – | 0.01% | 164 |
|
|
2024
Q4 | $15K | Hold |
170
| – | – | 0.01% | 160 |
|
|
2024
Q3 | $17K | Hold |
170
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $14K | Hold |
170
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $15K | Hold |
170
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $15K | Hold |
170
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $13K | Buy |
170
+10
| +6% | +$765 | 0.01% | 163 |
|
|
2023
Q2 | $13K | Buy |
160
+10
| +7% | +$813 | 0.01% | 156 |
|
|
2023
Q1 | $12K | Sell |
150
-90
| -38% | -$7.2K | 0.01% | 151 |
|
|
2022
Q4 | $20K | Buy |
240
+5
| +2% | +$417 | 0.02% | 136 |
|
|
2022
Q3 | $19K | Hold |
235
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $21K | Hold |
235
| – | – | 0.02% | 142 |
|
|
2022
Q1 | $25K | Buy |
235
+90
| +62% | +$9.57K | 0.02% | 142 |
|
|
2021
Q4 | $17K | Buy |
+145
| New | +$17K | 0.01% | 152 |
|