Waterford 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 | $1.86M | Sell |
3,688
-17,219
| -82% | -$8.69M | 0.69% | 22 |
|
|
2025
Q1 | $1.89M | Sell |
20,907
-422
| -2% | -$38.2K | 0.79% | 19 |
|
|
2024
Q4 | $1.9M | Hold |
21,329
| – | – | 0.97% | 16 |
|
|
2024
Q3 | $2.08M | Sell |
21,329
-499
| -2% | -$48.6K | 1.06% | 16 |
|
|
2024
Q2 | $1.83M | Hold |
21,828
| – | – | 0.77% | 19 |
|
|
2024
Q1 | $1.89M | Hold |
21,828
| – | – | 0.8% | 20 |
|
|
2023
Q4 | $1.93M | Buy |
21,828
+617
| +3% | +$54.5K | 0.9% | 19 |
|
|
2023
Q3 | $1.6M | Sell |
21,211
-1,306
| -6% | -$98.8K | 0.9% | 18 |
|
|
2023
Q2 | $1.88M | Hold |
22,517
| – | – | 0.91% | 22 |
|
|
2023
Q1 | $1.87M | Sell |
22,517
-734
| -3% | -$61K | 1.01% | 20 |
|
|
2022
Q4 | $1.92M | Buy |
+23,251
| New | +$1.92M | 1.12% | 20 |
|