Wrenne Financial Planning’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 | $15M | Buy |
167,957
+24,502
| +17% | +$2.18M | 7% | 3 |
|
|
2025
Q1 | $13M | Buy |
143,455
+12,743
| +10% | +$1.15M | 6.9% | 5 |
|
|
2024
Q4 | $11.6M | Buy |
130,712
+8,939
| +7% | +$796K | 6.62% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
121,773
+7,002
| +6% | +$682K | 7.07% | 4 |
|
|
2024
Q2 | $9.61M | Buy |
114,771
+6,129
| +6% | +$513K | 6.63% | 5 |
|
|
2024
Q1 | $9.4M | Buy |
108,642
+18,826
| +21% | +$1.63M | 6.95% | 4 |
|
|
2023
Q4 | $7.94M | Buy |
+89,816
| New | +$7.94M | 6.76% | 4 |
|