United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.4M | Sell |
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|
2025
Q2 | $70.3M | Sell |
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|
2025
Q1 | $78.2M | Sell |
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|
2024
Q4 | $79.7M | Sell |
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|
2024
Q3 | $88.5M | Buy |
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|
2024
Q2 | $75.8M | Buy |
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|
2024
Q1 | $76.9M | Sell |
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|
2023
Q4 | $81.4M | Sell |
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|
2023
Q3 | $113M | Sell |
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|
2023
Q2 | $155M | Buy |
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|
2023
Q1 | $149M | Buy |
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|
2022
Q4 | $145M | Buy |
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|
2022
Q3 | $135M | Buy |
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|
2022
Q2 | $150M | Buy |
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|
2022
Q1 | $177M | Buy |
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|
2021
Q4 | $187M | Sell |
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|
2021
Q3 | $166M | Buy |
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|
2021
Q2 | $166M | Buy |
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|
2021
Q1 | $149M | Sell |
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|
2020
Q4 | $152M | Buy |
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|
2020
Q3 | $136M | Buy |
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|
2020
Q2 | $119M | Sell |
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|
2020
Q1 | $113M | Buy |
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|
2019
Q4 | $108M | Sell |
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|
2019
Q3 | $121M | Buy |
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|
2019
Q2 | $96.6M | Sell |
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|
2019
Q1 | $130M | Sell |
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|
2018
Q4 | $131M | Buy |
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|
2018
Q3 | $136M | Buy |
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|
2018
Q2 | $67.8M | Buy |
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|
2018
Q1 | $62.5M | Sell |
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|
2017
Q4 | $71.8M | Buy |
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|
2017
Q3 | $70.3M | Buy |
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|
2017
Q2 | $60.9M | Sell |
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|
2017
Q1 | $64.8M | Buy |
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|
2016
Q4 | $62.2M | Sell |
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|
2016
Q3 | $89M | Buy |
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|
2016
Q2 | $86M | Buy |
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|
2016
Q1 | $75.6M | Sell |
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|
2015
Q4 | $79.9M | Buy |
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|
2015
Q3 | $51.4M | Buy |
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|
2015
Q2 | $28.8M | Sell |
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|
2015
Q1 | $52.5M | Buy |
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|
2014
Q4 | $31.3M | Buy |
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|
2014
Q3 | $22.6M | Buy |
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|
2014
Q2 | $20.6M | Buy |
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|
2014
Q1 | $8.99M | Buy |
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|
2013
Q4 | $6.46M | Buy |
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|
2013
Q3 | $6.23M | Sell |
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|
2013
Q2 | $6.68M | Buy |
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