Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-12,955	Closed	-$1.15M	–	142
2024 Q4	$1.15M	Buy	+12,955	New	+$1.15M	0.34%	36
2024 Q1	–	Sell	-7,958	Closed	-$703K	–	109
2023 Q4	$703K	Buy	+7,958	New	+$703K	0.35%	45