Vigilant Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$109K Hold
1,300
0.01% 205
2023
Q1
$108K Sell
1,300
-201
-13% -$17.3K 0.01% 201
2022
Q4
$124K Hold
1,501
0.01% 190
2022
Q3
$120K Sell
1,501
-392
-21% -$36.7K 0.01% 196
2022
Q2
$172K Buy
1,893
+538
+40% +$53.6K 0.01% 163
2022
Q1
$147K Sell
1,355
-2,651
-66% -$281K 0.01% 201
2021
Q4
$465K Buy
4,006
+2,706
+208% +$296K 0.03% 118
2021
Q3
$132K Buy
1,300
+600
+86% +$63.6K 0.01% 184
2021
Q2
$71K Hold
700
0.01% 229
2021
Q1
$64K Sell
700
-255
-27% -$22.4K 0.01% 223
2020
Q4
$81K Sell
955
-343
-26% -$28.4K 0.01% 188
2020
Q3
$102K Buy
1,298
+598
+85% +$48K 0.01% 177
2020
Q2
$55K Hold
700
0.01% 204
2020
Q1
$49K Sell
700
-219
-24% -$19.2K 0.01% 201
2019
Q4
$85K Hold
919
0.01% 223
2019
Q3
$86K Buy
919
+119
+15% +$10.8K 0.01% 207
2019
Q2
$70K Sell
800
-2,407
-75% -$211K 0.01% 209
2019
Q1
$279K Buy
3,207
+1,712
+115% +$141K 0.04% 100
2018
Q4
$111K Hold
1,495
0.02% 172
2018
Q3
$121K Sell
1,495
-178
-11% -$14.7K 0.02% 182
2018
Q2
$136K Hold
1,673
0.02% 158
2018
Q1
$126K Buy
1,673
+95
+6% +$7.27K 0.02% 152
2017
Q4
$131K Sell
1,578
-200
-11% -$16.8K 0.02% 145
2017
Q3
$148K Hold
1,778
0.02% 123
2017
Q2
$148K Hold
1,778
0.02% 119
2017
Q1
$147K Hold
1,778
0.03% 120
2016
Q4
$147K Sell
1,778
-20
-1% -$1.63K 0.03% 121
2016
Q3
$156K Sell
1,798
-242
-12% -$21.6K 0.03% 120
2016
Q2
$181K Buy
2,040
+662
+48% +$55.6K 0.03% 111
2016
Q1
$115K Hold
1,378
0.02% 110
2015
Q4
$110K Hold
1,378
0.02% 126
2015
Q3
$104K Sell
1,378
-505
-27% -$38.8K 0.02% 123
2015
Q2
$141K Buy
1,883
+505
+37% +$40.4K 0.03% 123
2015
Q1
$116K Hold
1,378
0.02% 129
2014
Q4
$112K Buy
1,378
+1,000
+265% +$78.5K 0.02% 141
2014
Q3
$27K Hold
378
0.01% 200
2014
Q2
$28K Hold
378
0.01% 185
2014
Q1
$27K Buy
+378
New +$25.9K 0.01% 199

Other funds holding VNQ

Vigilant Capital Management's VNQ Position: Q2 2023 in Review

Vigilant Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 1,300 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #205.

Vigilant Capital Management first reported a position in VNQ in Q1 2014 and has held it in 38 quarters since. The position peaked at $465K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Vigilant Capital Management held 1,300 shares of Vanguard Real Estate ETF worth $109K as of Q2 2023.
  • Vigilant Capital Management left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
  • Vanguard Real Estate ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #205 holding.
  • Vigilant Capital Management first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 38 quarters since.
  • Vigilant Capital Management's Vanguard Real Estate ETF position peaked at $465K in Q4 2021.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.