AFM
VNQ icon

Andesa Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Andesa Financial Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,922
Closed -$229K – 141
2020
Q2 		$229K Hold
2,922
– – 0.2% 104
2020
Q1 		$204K Hold
2,922
– – 0.23% 82
2019
Q4 		$271K Hold
2,922
– – 0.24% 82
2019
Q3 		$272K Hold
2,922
– – 0.26% 83
2019
Q2 		$255K Sell
2,922
-2,922
-50% -$256K 0.24% 86
2019
Q1 		$508K Buy
5,844
+2,922
+100% +$241K 0.25% 81
2018
Q4 		$218K Sell
2,922
-370
-11% -$29.1K 0.26% 85
2018
Q3 		$266K Hold
3,292
– – 0.41% 54
2018
Q2 		$268K Sell
3,292
-660
-17% -$51.1K 0.43% 54
2018
Q1 		$298K Hold
3,952
– – 0.49% 52
2017
Q4 		$328K Buy
+3,952
New +$331K 0.49% 56

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