Altium Wealth Management’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 |
-3,605
| Closed | -$335K | – | 362 |
|
|
2019
Q4 | $335K | Sell |
3,605
-2,084
| -37% | -$194K | 0.04% | 207 |
|
|
2019
Q3 | $530K | Buy |
+5,689
| New | +$530K | 0.07% | 155 |
|
|
2019
Q2 | – | Sell |
-2,574
| Closed | -$224K | – | 296 |
|
|
2019
Q1 | $224K | Buy |
+2,574
| New | +$224K | 0.04% | 245 |
|
|
2018
Q4 | – | Sell |
-3,057
| Closed | -$247K | – | 304 |
|
|
2018
Q3 | $247K | Sell |
3,057
-2,215
| -42% | -$179K | 0.05% | 242 |
|
|
2018
Q2 | $429K | Sell |
5,272
-1,152
| -18% | -$93.7K | 0.11% | 134 |
|
|
2018
Q1 | $485K | Sell |
6,424
-878
| -12% | -$66.3K | 0.19% | 87 |
|
|
2017
Q4 | $606K | Buy |
+7,302
| New | +$606K | 0.28% | 67 |
|