YHB Investment Advisors’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 | $597K | Sell |
6,707
-1,024
| -13% | -$91.2K | 0.05% | 201 |
|
|
2025
Q1 | $700K | Sell |
7,731
-109
| -1% | -$9.87K | 0.06% | 179 |
|
|
2024
Q4 | $698K | Buy |
7,840
+101
| +1% | +$9K | 0.06% | 174 |
|
|
2024
Q3 | $754K | Buy |
7,739
+79
| +1% | +$7.7K | 0.06% | 168 |
|
|
2024
Q2 | $642K | Buy |
7,660
+20
| +0.3% | +$1.68K | 0.06% | 178 |
|
|
2024
Q1 | $661K | Buy |
7,640
+47
| +0.6% | +$4.07K | 0.06% | 174 |
|
|
2023
Q4 | $671K | Buy |
7,593
+117
| +2% | +$10.3K | 0.07% | 163 |
|
|
2023
Q3 | $566K | Sell |
7,476
-42
| -0.6% | -$3.18K | 0.05% | 179 |
|
|
2023
Q2 | $628K | Sell |
7,518
-100
| -1% | -$8.36K | 0.06% | 174 |
|
|
2023
Q1 | $633K | Buy |
7,618
+7
| +0.1% | +$581 | 0.06% | 172 |
|
|
2022
Q4 | $628K | Buy |
7,611
+209
| +3% | +$17.2K | 0.07% | 167 |
|
|
2022
Q3 | $593K | Buy |
7,402
+5,049
| +215% | +$404K | 0.07% | 176 |
|
|
2022
Q2 | $214K | Sell |
2,353
-64
| -3% | -$5.82K | 0.02% | 266 |
|
|
2022
Q1 | $262K | Buy |
2,417
+30
| +1% | +$3.25K | 0.02% | 253 |
|
|
2021
Q4 | $277K | Buy |
+2,387
| New | +$277K | 0.02% | 273 |
|
|
2019
Q2 | – | Sell |
-23,733
| Closed | -$2.06M | – | 200 |
|
|
2019
Q1 | $2.06M | Sell |
23,733
-300
| -1% | -$26.1K | 0.32% | 85 |
|
|
2018
Q4 | $1.79M | Sell |
24,033
-3,965
| -14% | -$296K | 0.32% | 84 |
|
|
2018
Q3 | $2.26M | Sell |
27,998
-926
| -3% | -$74.7K | 0.34% | 83 |
|
|
2018
Q2 | $2.36M | Buy |
28,924
+1,206
| +4% | +$98.2K | 0.39% | 77 |
|
|
2018
Q1 | $2.09M | Sell |
27,718
-422
| -1% | -$31.9K | 0.35% | 85 |
|
|
2017
Q4 | $2.34M | Buy |
28,140
+665
| +2% | +$55.2K | 0.4% | 78 |
|
|
2017
Q3 | $2.28M | Buy |
27,475
+138
| +0.5% | +$11.5K | 0.41% | 77 |
|
|
2017
Q2 | $2.28M | Buy |
27,337
+689
| +3% | +$57.3K | 0.39% | 72 |
|
|
2017
Q1 | $2.21M | Buy |
26,648
+644
| +2% | +$53.3K | 0.42% | 70 |
|
|
2016
Q4 | $2.15M | Buy |
26,004
+5,234
| +25% | +$432K | 0.45% | 72 |
|
|
2016
Q3 | $1.8M | Buy |
+20,770
| New | +$1.8M | 0.44% | 68 |
|
|
2013
Q3 | – | Sell |
-15,490
| Closed | -$1.06M | – | 145 |
|
|
2013
Q2 | $1.06M | Buy |
+15,490
| New | +$1.06M | 0.33% | 87 |
|