Accel Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,885
| Closed | -$218K | – | 197 |
|
|
2023
Q3 | $218K | Buy |
2,885
+2
| +0.1% | +$151 | 0.12% | 153 |
|
|
2023
Q2 | $241K | Buy |
2,883
+1,993
| +224% | +$167K | 0.13% | 144 |
|
|
2023
Q1 | $73.9K | Buy |
890
+3
| +0.3% | +$249 | 0.03% | 389 |
|
|
2022
Q4 | $73.2K | Sell |
887
-18
| -2% | -$1.49K | 0.04% | 294 |
|
|
2022
Q3 | $75K | Sell |
905
-12
| -1% | -$994 | 0.04% | 295 |
|
|
2022
Q2 | $84K | Buy |
917
+1
| +0.1% | +$92 | 0.05% | 261 |
|
|
2022
Q1 | $101K | Buy |
916
+532
| +139% | +$58.7K | 0.05% | 255 |
|
|
2021
Q4 | $45K | Buy |
384
+31
| +9% | +$3.63K | 0.02% | 397 |
|
|
2021
Q3 | $36K | Sell |
353
-90
| -20% | -$9.18K | 0.02% | 386 |
|
|
2021
Q2 | $45K | Buy |
443
+1
| +0.2% | +$102 | 0.03% | 359 |
|
|
2021
Q1 | $41K | Buy |
442
+1
| +0.2% | +$93 | 0.03% | 352 |
|
|
2020
Q4 | $37K | Buy |
+441
| New | +$37K | 0.03% | 357 |
|