UFA
VNQ icon

Uptown Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Uptown Financial Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$650K Sell
7,297
-59
-0.8% -$5.26K 0.56% 30
2025
Q1 		$666K Buy
7,356
+164
+2% +$14.9K 0.68% 31
2024
Q4 		$641K Buy
+7,192
New +$641K 0.69% 29