Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,650
| Closed | -$323K | – | 240 |
|
|
2023
Q4 | $323K | Buy |
3,650
+188
| +5% | +$16.6K | 0.13% | 102 |
|
|
2023
Q3 | $262K | Buy |
+3,462
| New | +$262K | 0.12% | 114 |
|
|
2022
Q4 | – | Sell |
-583
| Closed | -$46.7K | – | 232 |
|
|
2022
Q3 | $46.7K | Hold |
583
| – | – | 0.02% | 158 |
|
|
2022
Q2 | $53.1K | Hold |
583
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $63K | Hold |
583
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $68K | Buy |
+583
| New | +$68K | 0.03% | 161 |
|
|
2019
Q1 | – | Sell |
-4,507
| Closed | -$336K | – | 300 |
|
|
2018
Q4 | $336K | Buy |
+4,507
| New | +$336K | 0.33% | 72 |
|