Websterrogers Financial 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 | $3.09M | Buy |
34,660
+663
| +2% | +$59K | 0.98% | 26 |
|
|
2025
Q1 | $3.08M | Buy |
33,997
+704
| +2% | +$63.7K | 1.05% | 26 |
|
|
2024
Q4 | $2.97M | Buy |
33,293
+330
| +1% | +$29.4K | 1.03% | 26 |
|
|
2024
Q3 | $3.21M | Sell |
32,963
-231
| -0.7% | -$22.5K | 1.12% | 25 |
|
|
2024
Q2 | $2.78M | Buy |
33,194
+711
| +2% | +$59.6K | 0.99% | 27 |
|
|
2024
Q1 | $2.81M | Buy |
32,483
+6,319
| +24% | +$546K | 1% | 27 |
|
|
2023
Q4 | $2.31M | Buy |
26,164
+335
| +1% | +$29.6K | 0.96% | 23 |
|
|
2023
Q3 | $1.95M | Buy |
25,829
+321
| +1% | +$24.3K | 0.86% | 23 |
|
|
2023
Q2 | $2.13M | Buy |
25,508
+786
| +3% | +$65.7K | 0.93% | 23 |
|
|
2023
Q1 | $2.05M | Sell |
24,722
-42
| -0.2% | -$3.49K | 0.94% | 23 |
|
|
2022
Q4 | $2.04M | Sell |
24,764
-555
| -2% | -$45.8K | 0.99% | 23 |
|
|
2022
Q3 | $2.03M | Buy |
25,319
+2,372
| +10% | +$190K | 1.07% | 13 |
|
|
2022
Q2 | $2.09M | Buy |
22,947
+8,651
| +61% | +$788K | 1.02% | 15 |
|
|
2022
Q1 | $1.58M | Sell |
14,296
-3,055
| -18% | -$337K | 0.81% | 23 |
|
|
2021
Q4 | $2.01M | Sell |
17,351
-48,760
| -74% | -$5.66M | 0.46% | 29 |
|
|
2021
Q3 | $6.73M | Buy |
66,111
+1,180
| +2% | +$120K | 1.56% | 12 |
|
|
2021
Q2 | $6.71M | Buy |
64,931
+4,630
| +8% | +$479K | 1.6% | 12 |
|
|
2021
Q1 | $5.54M | Buy |
60,301
+1,072
| +2% | +$98.5K | 1.5% | 12 |
|
|
2020
Q4 | $5M | Buy |
+59,229
| New | +$5M | 1.46% | 11 |
|