Westmount 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 | $253K | Buy |
2,842
+13
| +0.5% | +$1.16K | 0.07% | 213 |
|
|
2025
Q1 | $256K | Buy |
2,829
+502
| +22% | +$45.5K | 0.08% | 206 |
|
|
2024
Q4 | $207K | Sell |
2,327
-98
| -4% | -$8.73K | 0.06% | 207 |
|
|
2024
Q3 | $236K | Buy |
+2,425
| New | +$236K | 0.07% | 199 |
|
|
2024
Q2 | – | Sell |
-2,590
| Closed | -$224K | – | 228 |
|
|
2024
Q1 | $224K | Buy |
2,590
+30
| +1% | +$2.6K | 0.08% | 188 |
|
|
2023
Q4 | $226K | Sell |
2,560
-116
| -4% | -$10.3K | 0.09% | 174 |
|
|
2023
Q3 | $202K | Buy |
2,676
+23
| +0.9% | +$1.74K | 0.09% | 181 |
|
|
2023
Q2 | $222K | Sell |
2,653
-463
| -15% | -$38.7K | 0.1% | 162 |
|
|
2023
Q1 | $259K | Buy |
3,116
+172
| +6% | +$14.3K | 0.12% | 150 |
|
|
2022
Q4 | $243K | Buy |
+2,944
| New | +$243K | 0.13% | 150 |
|