Zhang Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Zhang Financial’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.81M	Sell	53,963 -2,647	-5%	-$236K	0.22%	57
2025 Q1	$5.13M	Sell	56,610 -118	-0.2%	-$10.7K	0.27%	51
2024 Q4	$5.05M	Buy	56,728 +1,015	+2%	+$90.4K	0.29%	47
2024 Q3	$5.43M	Sell	55,713 -3,413	-6%	-$332K	0.34%	40
2024 Q2	$4.95M	Sell	59,126 -8,714	-13%	-$730K	0.35%	40
2024 Q1	$5.87M	Sell	67,840 -650	-0.9%	-$56.2K	0.43%	36
2023 Q4	$6.05M	Sell	68,490 -2,122	-3%	-$188K	0.52%	30
2023 Q3	$5.34M	Buy	70,612 +10,487	+17%	+$793K	0.54%	29
2023 Q2	$5.05M	Buy	60,125 +5,488	+10%	+$461K	0.52%	31
2023 Q1	$4.54M	Buy	54,637 +6,896	+14%	+$573K	0.52%	32
2022 Q4	$3.94M	Buy	47,741 +5,943	+14%	+$490K	0.5%	35
2022 Q3	$3.35M	Buy	41,798 +2,918	+8%	+$234K	0.51%	37
2022 Q2	$3.54M	Buy	38,880 +5,839	+18%	+$532K	0.57%	33
2022 Q1	$3.58M	Buy	33,041 +8,107	+33%	+$879K	0.6%	28
2021 Q4	$2.89M	Buy	24,934 +3,709	+17%	+$430K	0.51%	32
2021 Q3	$2.16M	Sell	21,225 -417	-2%	-$42.4K	0.5%	33
2021 Q2	$2.2M	Sell	21,642 -1,767	-8%	-$180K	0.54%	32
2021 Q1	$2.17M	Sell	23,409 -977	-4%	-$90.4K	0.58%	30
2020 Q4	$2.07M	Buy	24,386 +480	+2%	+$40.8K	0.64%	23
2020 Q3	$1.9M	Buy	23,906 +2,382	+11%	+$189K	0.68%	25
2020 Q2	$1.69M	Sell	21,524 -2,844	-12%	-$223K	0.65%	25
2020 Q1	$1.71M	Buy	24,368 +10,055	+70%	+$706K	0.76%	22
2019 Q4	$1.33M	Sell	14,313 -810	-5%	-$75.2K	0.51%	27
2019 Q3	$1.41M	Sell	15,123 -925	-6%	-$86.2K	0.6%	27
2019 Q2	$1.4M	Sell	16,048 -3,549	-18%	-$310K	0.59%	26
2019 Q1	$1.7M	Hold	19,597	–	–	0.73%	21
2018 Q4	$1.46M	Buy	19,597 +8,235	+72%	+$614K	0.71%	21
2018 Q3	$908K	Buy	11,362 +8	+0.1%	+$639	0.43%	31
2018 Q2	$920K	Buy	11,354 +5	+0%	+$405	0.47%	29
2018 Q1	$845K	Buy	11,349 +942	+9%	+$70.1K	0.44%	31
2017 Q4	$848K	Buy	10,407 +8	+0.1%	+$652	0.41%	33
2017 Q3	$868K	Buy	10,399 +5	+0%	+$417	0.44%	33
2017 Q2	$844K	Sell	10,394 -13	-0.1%	-$1.06K	0.45%	35
2017 Q1	$848K	Sell	10,407 -433	-4%	-$35.3K	0.42%	33
2016 Q4	$901K	Sell	10,840 -474	-4%	-$39.4K	0.49%	32
2016 Q3	$981K	Buy	11,314 +477	+4%	+$41.4K	0.54%	32
2016 Q2	$961K	Sell	10,837 -625	-5%	-$55.4K	0.53%	32
2016 Q1	$960K	Sell	11,462 -233	-2%	-$19.5K	0.54%	30
2015 Q4	$932K	Buy	11,695 +12	+0.1%	+$956	0.56%	31
2015 Q3	$883K	Sell	11,683 -1,045	-8%	-$79K	0.56%	31
2015 Q2	$951K	Sell	12,728 -2,657	-17%	-$199K	0.61%	26
2015 Q1	$1.3M	Buy	15,385 +2,393	+18%	+$202K	0.81%	24
2014 Q4	$1.05M	Buy	12,992 +596	+5%	+$48.3K	0.68%	23
2014 Q3	$891K	Sell	12,396 -2,433	-16%	-$175K	0.61%	27
2014 Q2	$1.11M	Buy	14,829 +3,074	+26%	+$230K	0.75%	22
2014 Q1	$830K	Buy	11,755 +307	+3%	+$21.7K	0.6%	27
2013 Q4	$739K	Buy	11,448 +19	+0.2%	+$1.23K	0.56%	28
2013 Q3	$756K	Buy	11,429 +511	+5%	+$33.8K	0.61%	28
2013 Q2	$750K	Buy	+10,918	New	+$750K	0.64%	27