WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $694K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $521K | Buy |
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|
2013
Q4 | $428K | Buy |
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|
2013
Q3 | $348K | Sell |
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|
2013
Q2 | $362K | Buy |
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