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 |
|