Vantage Financial Partners (Illinois)’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
2024
Q2
Sell
-62,350
Closed -$5.39M 111
2024
Q1
$5.39M Buy
62,350
+14,543
+30% +$1.26M 1.41% 23
2023
Q4
$4.22M Buy
+47,807
New +$4.22M 1.28% 23