Vawter Financial’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
Sell
-4,857
Closed -$440K 97
2025
Q1
$440K Buy
4,857
+607
+14% +$55K 0.25% 59
2024
Q4
$379K Buy
4,250
+879
+26% +$78.3K 0.23% 65
2024
Q3
$328K Buy
+3,371
New +$328K 0.2% 70