WealthShield Partners’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 | $686K | Buy |
7,708
+110
| +1% | +$9.79K | 0.08% | 206 |
|
|
2025
Q1 | $688K | Buy |
7,598
+98
| +1% | +$8.87K | 0.09% | 195 |
|
|
2024
Q4 | $668K | Buy |
7,500
+574
| +8% | +$51.1K | 0.09% | 186 |
|
|
2024
Q3 | $677K | Buy |
6,926
+444
| +7% | +$43.4K | 0.09% | 188 |
|
|
2024
Q2 | $548K | Buy |
6,482
+1,090
| +20% | +$92.1K | 0.08% | 199 |
|
|
2024
Q1 | $466K | Sell |
5,392
-1,958
| -27% | -$169K | 0.08% | 199 |
|
|
2023
Q4 | $649K | Sell |
7,350
-544
| -7% | -$48.1K | 0.11% | 181 |
|
|
2023
Q3 | $603K | Sell |
7,894
-104
| -1% | -$7.94K | 0.09% | 192 |
|
|
2023
Q2 | $676K | Sell |
7,998
-1,174
| -13% | -$99.2K | 0.1% | 181 |
|
|
2023
Q1 | $762K | Buy |
9,172
+1,160
| +14% | +$96.3K | 0.12% | 173 |
|
|
2022
Q4 | $661K | Sell |
8,012
-36
| -0.4% | -$2.97K | 0.13% | 173 |
|
|
2022
Q3 | $645K | Buy |
8,048
+262
| +3% | +$21K | 0.13% | 171 |
|
|
2022
Q2 | $709K | Sell |
7,786
-814
| -9% | -$74.1K | 0.14% | 168 |
|
|
2022
Q1 | $932K | Sell |
8,600
-1,464
| -15% | -$159K | 0.15% | 157 |
|
|
2021
Q4 | $1.17M | Sell |
10,064
-45,488
| -82% | -$5.27M | 0.19% | 113 |
|
|
2021
Q3 | $5.66M | Buy |
55,552
+754
| +1% | +$76.8K | 1.51% | 17 |
|
|
2021
Q2 | $5.58M | Buy |
54,798
+48,277
| +740% | +$4.91M | 0.87% | 31 |
|
|
2021
Q1 | $43K | Sell |
6,521
-70
| -1% | -$462 | 0.01% | 483 |
|
|
2020
Q4 | $560K | Buy |
6,591
+54
| +0.8% | +$4.59K | 0.1% | 155 |
|
|
2020
Q3 | $516K | Buy |
6,537
+483
| +8% | +$38.1K | 0.18% | 125 |
|
|
2020
Q2 | $475K | Sell |
6,054
-77
| -1% | -$6.04K | 0.22% | 107 |
|
|
2020
Q1 | $429K | Sell |
6,131
-405
| -6% | -$28.3K | 0.26% | 84 |
|
|
2019
Q4 | $606K | Hold |
6,536
| – | – | 0.3% | 75 |
|
|
2019
Q3 | $609K | Sell |
6,536
-51
| -0.8% | -$4.75K | 0.32% | 67 |
|
|
2019
Q2 | $576K | Hold |
6,587
| – | – | 0.33% | 62 |
|
|
2019
Q1 | $573K | Hold |
6,587
| – | – | 0.32% | 64 |
|
|
2018
Q4 | $491K | Sell |
6,587
-121
| -2% | -$9.02K | 0.33% | 58 |
|
|
2018
Q3 | $542K | Buy |
6,708
+56
| +0.8% | +$4.53K | 0.31% | 58 |
|
|
2018
Q2 | $542K | Buy |
6,652
+67
| +1% | +$5.46K | 0.33% | 54 |
|
|
2018
Q1 | $497K | Buy |
6,585
+525
| +9% | +$39.6K | 0.32% | 61 |
|
|
2017
Q4 | $501K | Buy |
+6,060
| New | +$501K | 0.31% | 67 |
|