VCI Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Buy	13,915 +1,080	+8%	+$44.7K	0.2%	94
2025 Q1	$537K	Sell	12,835 -2,150	-14%	-$90K	0.23%	93
2024 Q4	$609K	Buy	14,985 +6,130	+69%	+$249K	0.26%	75
2024 Q3	$396K	Sell	8,855 -13,161	-60%	-$588K	0.18%	84
2024 Q2	$846K	Buy	+22,016	New	+$846K	0.42%	58