Alliance Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,559
| Closed | -$545K | – | 131 |
|
|
2023
Q1 | $545K | Buy |
6,559
+514
| +9% | +$42.7K | 0.41% | 52 |
|
|
2022
Q4 | $499K | Buy |
6,045
+306
| +5% | +$25.2K | 0.42% | 53 |
|
|
2022
Q3 | $460K | Buy |
5,739
+233
| +4% | +$18.7K | 0.43% | 51 |
|
|
2022
Q2 | $502K | Buy |
5,506
+828
| +18% | +$75.5K | 0.43% | 54 |
|
|
2022
Q1 | $507K | Buy |
4,678
+516
| +12% | +$55.9K | 0.42% | 56 |
|
|
2021
Q4 | $483K | Buy |
4,162
+139
| +3% | +$16.1K | 0.39% | 62 |
|
|
2021
Q3 | $409K | Sell |
4,023
-40
| -1% | -$4.07K | 0.36% | 69 |
|
|
2021
Q2 | $414K | Buy |
4,063
+202
| +5% | +$20.6K | 0.37% | 67 |
|
|
2021
Q1 | $355K | Buy |
3,861
+369
| +11% | +$33.9K | 0.35% | 70 |
|
|
2020
Q4 | $297K | Buy |
+3,492
| New | +$297K | 0.31% | 76 |
|