Valeo 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 | $1.57M | Sell |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $750K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $239K | Buy |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $144K | Buy |
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|
2017
Q3 | $104K | Buy |
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