VERITY Wealth Advisors’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 | $2.12M | Buy |
23,852
+1,653
| +7% | +$147K | 1.43% | 12 |
|
|
2025
Q1 | $2.01M | Sell |
22,199
-1,377
| -6% | -$125K | 1.49% | 12 |
|
|
2024
Q4 | $2.1M | Buy |
23,576
+131
| +0.6% | +$11.7K | 1.52% | 11 |
|
|
2024
Q3 | $2.28M | Buy |
23,445
+381
| +2% | +$37.1K | 1.61% | 11 |
|
|
2024
Q2 | $1.93M | Buy |
23,064
+2,114
| +10% | +$177K | 1.45% | 12 |
|
|
2024
Q1 | $1.81M | Sell |
20,950
-375
| -2% | -$32.4K | 1.39% | 13 |
|
|
2023
Q4 | $1.88M | Sell |
21,325
-2,937
| -12% | -$260K | 1.62% | 12 |
|
|
2023
Q3 | $1.84M | Buy |
24,262
+575
| +2% | +$43.5K | 1.73% | 13 |
|
|
2023
Q2 | $1.98M | Buy |
23,687
+873
| +4% | +$72.9K | 1.78% | 13 |
|
|
2023
Q1 | $1.89M | Buy |
22,814
+516
| +2% | +$42.8K | 1.76% | 13 |
|
|
2022
Q4 | $1.84M | Buy |
22,298
+422
| +2% | +$34.8K | 1.8% | 14 |
|
|
2022
Q3 | $1.75M | Buy |
21,876
+963
| +5% | +$77.2K | 1.8% | 12 |
|
|
2022
Q2 | $1.91M | Buy |
20,913
+1,945
| +10% | +$177K | 1.85% | 12 |
|
|
2022
Q1 | $2.06M | Sell |
18,968
-159
| -0.8% | -$17.2K | 1.82% | 15 |
|
|
2021
Q4 | $2.22M | Buy |
19,127
+306
| +2% | +$35.5K | 1.84% | 15 |
|
|
2021
Q3 | $1.92M | Buy |
18,821
+710
| +4% | +$72.3K | 1.71% | 15 |
|
|
2021
Q2 | $1.84M | Sell |
18,111
-3,087
| -15% | -$314K | 1.67% | 16 |
|
|
2021
Q1 | $1.95M | Sell |
21,198
-723
| -3% | -$66.4K | 1.72% | 14 |
|
|
2020
Q4 | $1.86M | Sell |
21,921
-502
| -2% | -$42.6K | 1.69% | 14 |
|
|
2020
Q3 | $1.77M | Sell |
22,423
-1,896
| -8% | -$150K | 1.81% | 14 |
|
|
2020
Q2 | $1.91M | Sell |
24,319
-1,389
| -5% | -$109K | 2.04% | 14 |
|
|
2020
Q1 | $1.8M | Sell |
25,708
-3,570
| -12% | -$249K | 2.44% | 14 |
|
|
2019
Q4 | $2.72M | Sell |
29,278
-920
| -3% | -$85.4K | 2.62% | 13 |
|
|
2019
Q3 | $2.82M | Sell |
30,198
-446
| -1% | -$41.6K | 2.77% | 13 |
|
|
2019
Q2 | $2.68M | Sell |
30,644
-5,937
| -16% | -$519K | 2.63% | 13 |
|
|
2019
Q1 | $3.18M | Sell |
36,581
-6,076
| -14% | -$528K | 3.25% | 12 |
|
|
2018
Q4 | $3.18M | Buy |
+42,657
| New | +$3.18M | 3.66% | 9 |
|