Avitas 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 |
-5,382
| Closed | -$499K | – | 172 |
|
|
2019
Q4 | $499K | Sell |
5,382
-36
| -0.7% | -$3.34K | 0.13% | 145 |
|
|
2019
Q3 | $505K | Buy |
5,418
+711
| +15% | +$66.3K | 0.14% | 142 |
|
|
2019
Q2 | $411K | Buy |
4,707
+115
| +3% | +$10K | 0.11% | 152 |
|
|
2019
Q1 | $399K | Buy |
4,592
+13
| +0.3% | +$1.13K | 0.12% | 146 |
|
|
2018
Q4 | $341K | Buy |
4,579
+222
| +5% | +$16.5K | 0.11% | 141 |
|
|
2018
Q3 | $352K | Sell |
4,357
-9
| -0.2% | -$727 | 0.1% | 148 |
|
|
2018
Q2 | $356K | Buy |
+4,366
| New | +$356K | 0.11% | 150 |
|