Whelan Financial’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
$23.7M Buy
2025
Q2
$22.7M Buy
2025
Q1
$22.9M Sell
2024
Q4
$22.5M Buy
2024
Q3
$24.5M Buy
2024
Q2
$21M Buy
2024
Q1
$20.7M Sell
2023
Q4
$21.3M Buy
2023
Q3
$17.5M Buy
2023
Q2
$18.3M Buy
2023
Q1
$17.5M Buy
2022
Q4
$15.6M Buy
2022
Q3
$14.6M Buy
2022
Q2
$15.7M Sell
2022
Q1
$19.3M Buy
2021
Q4
$19.2M Buy
2021
Q3
$6.92M Buy