Valley Financial Group’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
$1.06M Buy
11,932
+240
+2% +$21.4K 0.64% 25
2025
Q1
$1.06M Sell
11,692
-247
-2% -$22.4K 0.7% 26
2024
Q4
$1.06M Sell
11,939
-575
-5% -$51.2K 0.74% 26
2024
Q3
$1.22M Sell
12,514
-67
-0.5% -$6.53K 0.85% 26
2024
Q2
$1.05M Buy
12,581
+75
+0.6% +$6.28K 0.77% 24
2024
Q1
$1.08M Sell
12,506
-12
-0.1% -$1.04K 0.82% 24
2023
Q4
$1.11M Buy
+12,518
New +$1.11M 0.87% 25