Vestia Personal 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
$210K Buy
2,363
+18
+0.8% +$1.6K 0.14% 94
2025
Q1
$212K Buy
2,345
+22
+0.9% +$1.99K 0.17% 87
2024
Q4
$207K Buy
2,323
+59
+3% +$5.26K 0.17% 87
2024
Q3
$221K Sell
2,264
-294
-11% -$28.6K 0.21% 73
2024
Q2
$214K Buy
+2,558
New +$214K 0.23% 69