Zhang Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.75M | Buy |
42,264
+35
| +0.1% | +$3.21K | 0.13% | 85 |
|
|
2025
Q4 | $3.74M | Sell |
42,229
-4,893
| -10% | -$440K | 0.14% | 86 |
|
|
2025
Q3 | $4.31M | Sell |
47,122
-6,841
| -13% | -$621K | 0.18% | 72 |
|
|
2025
Q2 | $4.81M | Sell |
53,963
-2,647
| -5% | -$233K | 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% | +$95.9K | 0.29% | 47 |
|
|
2024
Q3 | $5.43M | Sell |
55,713
-3,413
| -6% | -$314K | 0.34% | 40 |
|
|
2024
Q2 | $4.95M | Sell |
59,126
-8,714
| -13% | -$720K | 0.35% | 40 |
|
|
2024
Q1 | $5.87M | Sell |
67,840
-650
| -0.9% | -$55.5K | 0.43% | 36 |
|
|
2023
Q4 | $6.05M | Sell |
68,490
-2,122
| -3% | -$168K | 0.52% | 30 |
|
|
2023
Q3 | $5.34M | Buy |
70,612
+10,487
| +17% | +$865K | 0.54% | 29 |
|
|
2023
Q2 | $5.05M | Buy |
60,125
+5,488
| +10% | +$450K | 0.52% | 31 |
|
|
2023
Q1 | $4.54M | Buy |
54,637
+6,896
| +14% | +$593K | 0.52% | 32 |
|
|
2022
Q4 | $3.94M | Buy |
47,741
+5,943
| +14% | +$493K | 0.5% | 35 |
|
|
2022
Q3 | $3.35M | Buy |
41,798
+2,918
| +8% | +$273K | 0.51% | 37 |
|
|
2022
Q2 | $3.54M | Buy |
38,880
+5,839
| +18% | +$582K | 0.57% | 33 |
|
|
2022
Q1 | $3.58M | Buy |
33,041
+8,107
| +33% | +$858K | 0.6% | 28 |
|
|
2021
Q4 | $2.89M | Buy |
24,934
+3,709
| +17% | +$405K | 0.51% | 32 |
|
|
2021
Q3 | $2.16M | Sell |
21,225
-417
| -2% | -$44.2K | 0.5% | 33 |
|
|
2021
Q2 | $2.2M | Sell |
21,642
-1,767
| -8% | -$175K | 0.54% | 32 |
|
|
2021
Q1 | $2.17M | Sell |
23,409
-977
| -4% | -$85.9K | 0.58% | 30 |
|
|
2020
Q4 | $2.07M | Buy |
24,386
+480
| +2% | +$39.8K | 0.64% | 23 |
|
|
2020
Q3 | $1.9M | Buy |
23,906
+2,382
| +11% | +$191K | 0.68% | 25 |
|
|
2020
Q2 | $1.69M | Sell |
21,524
-2,844
| -12% | -$216K | 0.65% | 25 |
|
|
2020
Q1 | $1.71M | Buy |
24,368
+10,055
| +70% | +$883K | 0.76% | 22 |
|
|
2019
Q4 | $1.33M | Sell |
14,313
-810
| -5% | -$75K | 0.51% | 27 |
|
|
2019
Q3 | $1.41M | Sell |
15,123
-925
| -6% | -$84K | 0.6% | 27 |
|
|
2019
Q2 | $1.4M | Sell |
16,048
-3,549
| -18% | -$311K | 0.59% | 26 |
|
|
2019
Q1 | $1.7M | Hold |
19,597
| – | – | 0.73% | 21 |
|
|
2018
Q4 | $1.46M | Buy |
19,597
+8,235
| +72% | +$649K | 0.71% | 21 |
|
|
2018
Q3 | $908K | Buy |
11,362
+8
| +0.1% | +$659 | 0.43% | 31 |
|
|
2018
Q2 | $920K | Buy |
11,354
+5
| +0% | +$387 | 0.47% | 29 |
|
|
2018
Q1 | $845K | Buy |
11,349
+942
| +9% | +$72.1K | 0.44% | 31 |
|
|
2017
Q4 | $848K | Buy |
10,407
+8
| +0.1% | +$670 | 0.41% | 33 |
|
|
2017
Q3 | $868K | Buy |
10,399
+5
| +0% | +$418 | 0.44% | 33 |
|
|
2017
Q2 | $844K | Sell |
10,394
-13
| -0.1% | -$1.08K | 0.45% | 35 |
|
|
2017
Q1 | $848K | Sell |
10,407
-433
| -4% | -$35.9K | 0.42% | 33 |
|
|
2016
Q4 | $901K | Sell |
10,840
-474
| -4% | -$38.6K | 0.49% | 32 |
|
|
2016
Q3 | $981K | Buy |
11,314
+477
| +4% | +$42.5K | 0.54% | 32 |
|
|
2016
Q2 | $961K | Sell |
10,837
-625
| -5% | -$52.5K | 0.53% | 32 |
|
|
2016
Q1 | $960K | Sell |
11,462
-233
| -2% | -$18.1K | 0.54% | 30 |
|
|
2015
Q4 | $932K | Buy |
11,695
+12
| +0.1% | +$950 | 0.56% | 31 |
|
|
2015
Q3 | $883K | Sell |
11,683
-1,045
| -8% | -$80.3K | 0.56% | 31 |
|
|
2015
Q2 | $951K | Sell |
12,728
-2,657
| -17% | -$212K | 0.61% | 26 |
|
|
2015
Q1 | $1.3M | Buy |
15,385
+2,393
| +18% | +$203K | 0.81% | 24 |
|
|
2014
Q4 | $1.05M | Buy |
12,992
+596
| +5% | +$46.8K | 0.68% | 23 |
|
|
2014
Q3 | $891K | Sell |
12,396
-2,433
| -16% | -$184K | 0.61% | 27 |
|
|
2014
Q2 | $1.11M | Buy |
14,829
+3,074
| +26% | +$226K | 0.75% | 22 |
|
|
2014
Q1 | $830K | Buy |
11,755
+307
| +3% | +$21K | 0.6% | 27 |
|
|
2013
Q4 | $739K | Buy |
11,448
+19
| +0.2% | +$1.27K | 0.56% | 28 |
|
|
2013
Q3 | $756K | Buy |
11,429
+511
| +5% | +$34.7K | 0.61% | 28 |
|
|
2013
Q2 | $750K | Buy |
+10,918
| New | +$793K | 0.64% | 27 |
|
Other funds holding VNQ
