Von Berge Wealth Management Group’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 | $215K | Buy |
2,338
+9
| +0.4% | +$827 | 0.12% | 63 |
|
|
2025
Q1 | $203K | Buy |
2,329
+9
| +0.4% | +$785 | 0.13% | 61 |
|
|
2024
Q4 | $211K | Buy |
2,320
+9
| +0.4% | +$817 | 0.13% | 62 |
|
|
2024
Q3 | $216K | Buy |
+2,311
| New | +$216K | 0.13% | 63 |
|
|
2023
Q1 | – | Sell |
-2,292
| Closed | -$207K | – | 65 |
|
|
2022
Q4 | $207K | Buy |
+2,292
| New | +$207K | 0.19% | 61 |
|
|
2022
Q3 | – | Sell |
-2,292
| Closed | -$209K | – | 62 |
|
|
2022
Q2 | $209K | Sell |
2,292
-7
| -0.3% | -$638 | 0.22% | 56 |
|
|
2022
Q1 | $250K | Hold |
2,299
| – | – | 0.23% | 54 |
|
|
2021
Q4 | $245K | Buy |
+2,299
| New | +$245K | 0.23% | 54 |
|