YHB Investment Advisors’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
Q3 | $604K | Sell |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $2.26M | Sell |
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|
2018
Q2 | $2.36M | Buy |
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|
2018
Q1 | $2.09M | Sell |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $2.27M | Buy |
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|
2017
Q1 | $2.21M | Buy |
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|
2016
Q4 | $2.15M | Buy |
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|
2016
Q3 | $1.8M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.06M | Buy |
|