West Branch Capital’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
Q1 | – | Sell |
-339
| Closed | -$30.2K | – | 578 |
|
|
2024
Q4 | $30.2K | Buy |
339
+9
| +3% | +$802 | 0.01% | 187 |
|
|
2024
Q3 | $32.1K | Hold |
330
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $27.6K | Hold |
330
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $28.5K | Hold |
330
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $29.2K | Hold |
330
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $25K | Hold |
330
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $27.6K | Hold |
330
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $27.4K | Hold |
330
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $27.2K | Hold |
330
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $26K | Hold |
330
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $30K | Hold |
330
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $36K | Hold |
330
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $38K | Hold |
330
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $34K | Hold |
330
| – | – | 0.02% | 216 |
|
|
2021
Q2 | $34K | Buy |
+330
| New | +$34K | 0.02% | 224 |
|