Westside Investment Management’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 | $954K | Buy |
10,710
+2,382
| +29% | +$212K | 0.18% | 118 |
|
|
2025
Q1 | $754K | Buy |
8,328
+920
| +12% | +$83.3K | 0.16% | 127 |
|
|
2024
Q4 | $660K | Buy |
7,408
+120
| +2% | +$10.7K | 0.14% | 135 |
|
|
2024
Q3 | $710K | Sell |
7,288
-53
| -0.7% | -$5.16K | 0.15% | 130 |
|
|
2024
Q2 | $615K | Buy |
7,341
+1,470
| +25% | +$123K | 0.14% | 137 |
|
|
2024
Q1 | $447K | Buy |
5,871
+282
| +5% | +$21.5K | 0.11% | 151 |
|
|
2023
Q4 | $494K | Sell |
5,589
-2,090
| -27% | -$185K | 0.13% | 141 |
|
|
2023
Q3 | $581K | Sell |
7,679
-1,344
| -15% | -$102K | 0.17% | 124 |
|
|
2023
Q2 | $756K | Sell |
9,023
-1,669
| -16% | -$140K | 0.21% | 113 |
|
|
2023
Q1 | $888K | Sell |
10,692
-309
| -3% | -$25.7K | 0.26% | 95 |
|
|
2022
Q4 | $182K | Sell |
11,001
-50
| -0.5% | -$829 | 0.45% | 60 |
|
|
2022
Q3 | $185K | Buy |
11,051
+39
| +0.4% | +$653 | 0.44% | 55 |
|
|
2022
Q2 | $255K | Buy |
11,012
+21
| +0.2% | +$486 | 0.58% | 42 |
|
|
2022
Q1 | $255K | Sell |
10,991
-1
| -0% | -$23 | 0.56% | 43 |
|
|
2021
Q4 | $238K | Buy |
10,992
+261
| +2% | +$5.66K | 0.54% | 44 |
|
|
2021
Q3 | $238K | Buy |
10,731
+54
| +0.5% | +$1.2K | 0.55% | 44 |
|
|
2021
Q2 | $235K | Buy |
10,677
+24
| +0.2% | +$528 | 0.54% | 44 |
|
|
2021
Q1 | $212K | Sell |
10,653
-731
| -6% | -$14.6K | 0.56% | 44 |
|
|
2020
Q4 | $154K | Buy |
11,384
+53
| +0.5% | +$716 | 0.42% | 50 |
|
|
2020
Q3 | $143K | Buy |
11,331
+24
| +0.2% | +$303 | 0.07% | 47 |
|
|
2020
Q2 | $142K | Buy |
11,307
+1,951
| +21% | +$24.5K | 0.08% | 40 |
|
|
2020
Q1 | $126K | Buy |
+9,356
| New | +$126K | 0.09% | 36 |
|
|
2019
Q2 | $158K | Buy |
+7,754
| New | +$158K | 0.35% | 16 |
|
|
2018
Q4 | $631K | Buy |
8,367
+346
| +4% | +$26.1K | 0.23% | 76 |
|
|
2018
Q3 | $637K | Buy |
8,021
+263
| +3% | +$20.9K | 0.2% | 75 |
|
|
2018
Q2 | $630K | Buy |
7,758
+2,059
| +36% | +$167K | 0.22% | 71 |
|
|
2018
Q1 | $424K | Buy |
5,699
+8
| +0.1% | +$596 | 0.23% | 93 |
|
|
2017
Q4 | $464K | Buy |
5,691
+158
| +3% | +$12.9K | 0.25% | 87 |
|
|
2017
Q3 | $462K | Sell |
5,533
-50
| -0.9% | -$4.18K | 0.28% | 80 |
|
|
2017
Q2 | $454K | Sell |
5,583
-393
| -7% | -$31.9K | 0.3% | 80 |
|
|
2017
Q1 | $496K | Buy |
5,976
+1,007
| +20% | +$83.5K | 0.24% | 71 |
|
|
2016
Q4 | $409K | Buy |
+4,969
| New | +$409K | 0.28% | 59 |
|