Upper Left Wealth Management’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
Q2 | $785K | Buy |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $544K | Sell |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $400K | Buy |
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