Whelan Financial’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 | $22.7M | Buy |
254,697
+2,131
| +0.8% | +$190K | 8.2% | 4 |
|
|
2025
Q1 | $22.9M | Sell |
252,566
-423
| -0.2% | -$38.3K | 8.89% | 4 |
|
|
2024
Q4 | $22.5M | Buy |
252,989
+1,749
| +0.7% | +$156K | 8.86% | 4 |
|
|
2024
Q3 | $24.5M | Buy |
251,240
+537
| +0.2% | +$52.3K | 10.08% | 4 |
|
|
2024
Q2 | $21M | Buy |
250,703
+10,884
| +5% | +$912K | 9.38% | 4 |
|
|
2024
Q1 | $20.7M | Sell |
239,819
-1,427
| -0.6% | -$123K | 9.47% | 4 |
|
|
2023
Q4 | $21.3M | Buy |
241,246
+9,899
| +4% | +$875K | 9.95% | 4 |
|
|
2023
Q3 | $17.5M | Buy |
231,347
+12,400
| +6% | +$938K | 9.23% | 4 |
|
|
2023
Q2 | $18.3M | Buy |
218,947
+8,424
| +4% | +$704K | 9.56% | 4 |
|
|
2023
Q1 | $17.5M | Buy |
210,523
+20,927
| +11% | +$1.74M | 9.7% | 4 |
|
|
2022
Q4 | $15.6M | Buy |
189,596
+6,939
| +4% | +$572K | 9.44% | 5 |
|
|
2022
Q3 | $14.6M | Buy |
182,657
+10,802
| +6% | +$866K | 10.07% | 5 |
|
|
2022
Q2 | $15.7M | Sell |
171,855
-5,844
| -3% | -$532K | 10.59% | 5 |
|
|
2022
Q1 | $19.3M | Buy |
177,699
+11,836
| +7% | +$1.28M | 11.86% | 4 |
|
|
2021
Q4 | $19.2M | Buy |
165,863
+97,862
| +144% | +$11.4M | 11.94% | 4 |
|
|
2021
Q3 | $6.92M | Buy |
+68,001
| New | +$6.92M | 6.33% | 7 |
|