West Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $9.64M | Buy |
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|
2023
Q1 | $9.17M | Buy |
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|
2022
Q4 | $8.95M | Buy |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $45K | Buy |
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