Wealthspire Advisors (New York)’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 | $44.1M | Sell |
494,688
-23,474
| -5% | -$2.09M | 0.25% | 49 |
|
|
2025
Q1 | $46.9M | Buy |
518,162
+249,125
| +93% | +$22.6M | 0.28% | 53 |
|
|
2024
Q4 | $24M | Buy |
269,037
+19,905
| +8% | +$1.77M | 0.24% | 59 |
|
|
2024
Q3 | $24.3M | Buy |
249,132
+67,289
| +37% | +$6.56M | 0.25% | 60 |
|
|
2024
Q2 | $15.2M | Sell |
181,843
-7,186
| -4% | -$602K | 0.2% | 54 |
|
|
2024
Q1 | $16.3M | Sell |
189,029
-12,206
| -6% | -$1.06M | 0.22% | 52 |
|
|
2023
Q4 | $17.8M | Sell |
201,235
-14,943
| -7% | -$1.32M | 0.25% | 51 |
|
|
2023
Q3 | $16.4M | Sell |
216,178
-4,600
| -2% | -$348K | 0.27% | 46 |
|
|
2023
Q2 | $18.5M | Sell |
220,778
-5,110
| -2% | -$427K | 0.3% | 47 |
|
|
2023
Q1 | $18.8M | Buy |
225,888
+5,889
| +3% | +$489K | 0.32% | 47 |
|
|
2022
Q4 | $18.1M | Buy |
219,999
+15,478
| +8% | +$1.28M | 0.33% | 47 |
|
|
2022
Q3 | $16.4M | Buy |
204,521
+9,274
| +5% | +$743K | 0.34% | 48 |
|
|
2022
Q2 | $17.8M | Buy |
195,247
+11,345
| +6% | +$1.03M | 0.37% | 44 |
|
|
2022
Q1 | $19.9M | Buy |
183,902
+7,295
| +4% | +$791K | 0.45% | 33 |
|
|
2021
Q4 | $20.5M | Sell |
176,607
-5,285
| -3% | -$613K | 0.45% | 32 |
|
|
2021
Q3 | $18.5M | Buy |
181,892
+6,440
| +4% | +$655K | 0.38% | 38 |
|
|
2021
Q2 | $17.9M | Buy |
175,452
+1,110
| +0.6% | +$113K | 0.47% | 29 |
|
|
2021
Q1 | $16M | Buy |
174,342
+14,108
| +9% | +$1.3M | 0.38% | 33 |
|
|
2020
Q4 | $13.6M | Buy |
160,234
+73,942
| +86% | +$6.28M | 0.41% | 33 |
|
|
2020
Q3 | $6.81M | Sell |
86,292
-20,548
| -19% | -$1.62M | 0.41% | 33 |
|
|
2020
Q2 | $8.39M | Sell |
106,840
-112,679
| -51% | -$8.85M | 0.58% | 27 |
|
|
2020
Q1 | $15.3M | Buy |
219,519
+70,278
| +47% | +$4.91M | 0.64% | 27 |
|
|
2019
Q4 | $13.8M | Buy |
149,241
+14,381
| +11% | +$1.33M | 1.01% | 13 |
|
|
2019
Q3 | $12.6M | Buy |
134,860
+33,366
| +33% | +$3.11M | 1.03% | 12 |
|
|
2019
Q2 | $8.87M | Buy |
+101,494
| New | +$8.87M | 0.77% | 15 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$15K | – | 773 |
|
|
2018
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 411 |
|