Woodward Diversified Capital’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 | – | Sell |
-5,143
| Closed | -$466K | – | 180 |
|
|
2025
Q1 | $466K | Buy |
5,143
+635
| +14% | +$57.5K | 0.33% | 76 |
|
|
2024
Q4 | $402K | Sell |
4,508
-5,930
| -57% | -$528K | 0.3% | 77 |
|
|
2024
Q3 | $1.02M | Sell |
10,438
-901
| -8% | -$87.8K | 0.65% | 45 |
|
|
2024
Q2 | $950K | Sell |
11,339
-40
| -0.4% | -$3.35K | 0.56% | 49 |
|
|
2024
Q1 | $984K | Sell |
11,379
-1,318
| -10% | -$114K | 0.61% | 47 |
|
|
2023
Q4 | $1.12M | Buy |
+12,697
| New | +$1.12M | 0.7% | 37 |
|
|
2022
Q2 | – | Sell |
-8,360
| Closed | -$906K | – | 159 |
|
|
2022
Q1 | $906K | Sell |
8,360
-1,597
| -16% | -$173K | 0.59% | 48 |
|
|
2021
Q4 | $1.16M | Buy |
9,957
+285
| +3% | +$33.1K | 0.68% | 40 |
|
|
2021
Q3 | $984K | Sell |
9,672
-528
| -5% | -$53.7K | 0.62% | 47 |
|
|
2021
Q2 | $1.04M | Sell |
10,200
-854
| -8% | -$86.9K | 0.59% | 47 |
|
|
2021
Q1 | $1.02M | Sell |
11,054
-2,114
| -16% | -$194K | 0.6% | 49 |
|
|
2020
Q4 | $1.12M | Buy |
+13,168
| New | +$1.12M | 0.73% | 41 |
|