Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-170
| Closed | -$16K | – | 141 |
|
|
2019
Q4 | $16K | Hold |
170
| – | – | ﹤0.01% | 106 |
|
|
2019
Q3 | $16K | Hold |
170
| – | – | 0.01% | 106 |
|
|
2019
Q2 | $15K | Buy |
+170
| New | +$15K | 0.01% | 115 |
|
|
2016
Q3 | – | Sell |
-73
| Closed | -$6K | – | 393 |
|
|
2016
Q2 | $6K | Sell |
73
-677
| -90% | -$55.6K | ﹤0.01% | 340 |
|
|
2016
Q1 | $63K | Sell |
750
-2,330
| -76% | -$196K | 0.04% | 164 |
|
|
2015
Q4 | $246K | Buy |
+3,080
| New | +$246K | 0.28% | 76 |
|
|
2013
Q3 | $324K | Buy |
4,888
+2,595
| +113% | +$172K | 0.89% | 28 |
|
|
2013
Q2 | $158K | Buy |
+2,293
| New | +$158K | 0.63% | 47 |
|