BFG
Barber Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $295K | Sell |
3,549
-558
| -14% | -$46.3K | 0.05% | 106 |
|
|
2022
Q4 | $339K | Sell |
4,107
-647
| -14% | -$53.4K | 0.09% | 95 |
|
|
2022
Q3 | $381K | Buy |
4,754
+1,028
| +28% | +$82.4K | 0.11% | 82 |
|
|
2022
Q2 | $340K | Sell |
3,726
-506
| -12% | -$46.2K | 0.06% | 96 |
|
|
2022
Q1 | $459K | Sell |
4,232
-18,226
| -81% | -$1.98M | 0.06% | 82 |
|
|
2021
Q4 | $2.61M | Buy |
22,458
+148
| +0.7% | +$17.2K | 0.31% | 39 |
|
|
2021
Q3 | $2.27M | Sell |
22,310
-580
| -3% | -$59K | 0.29% | 41 |
|
|
2021
Q2 | $2.33M | Buy |
22,890
+137
| +0.6% | +$13.9K | 0.32% | 41 |
|
|
2021
Q1 | $2.09M | Buy |
22,753
+922
| +4% | +$84.7K | 0.31% | 42 |
|
|
2020
Q4 | $1.85M | Sell |
21,831
-179
| -0.8% | -$15.2K | 0.34% | 45 |
|
|
2020
Q3 | $1.74M | Sell |
22,010
-618
| -3% | -$48.8K | 0.38% | 41 |
|
|
2020
Q2 | $1.78M | Sell |
22,628
-379
| -2% | -$29.8K | 0.43% | 40 |
|
|
2020
Q1 | $1.61M | Sell |
23,007
-81
| -0.4% | -$5.66K | 0.51% | 38 |
|
|
2019
Q4 | $2.14M | Sell |
23,088
-31
| -0.1% | -$2.88K | 0.43% | 55 |
|
|
2019
Q3 | $2.16M | Buy |
23,119
+541
| +2% | +$50.5K | 0.46% | 51 |
|
|
2019
Q2 | $1.97M | Sell |
22,578
-1,639
| -7% | -$143K | 0.46% | 46 |
|
|
2019
Q1 | $2.11M | Sell |
24,217
-685
| -3% | -$59.5K | 0.41% | 41 |
|
|
2018
Q4 | $1.86M | Sell |
24,902
-1,695
| -6% | -$126K | 0.4% | 50 |
|
|
2018
Q3 | $2.15M | Sell |
26,597
-992
| -4% | -$80K | 0.52% | 45 |
|
|
2018
Q2 | $2.25M | Sell |
27,589
-1,300
| -4% | -$106K | 0.65% | 35 |
|
|
2018
Q1 | $2.18M | Sell |
28,889
-85,062
| -75% | -$6.42M | 0.58% | 45 |
|
|
2017
Q4 | $9.46M | Buy |
113,951
+11,305
| +11% | +$938K | 2.4% | 12 |
|
|
2017
Q3 | $8.53M | Buy |
102,646
+5,390
| +6% | +$448K | 2.42% | 13 |
|
|
2017
Q2 | $8.1M | Buy |
97,256
+3,443
| +4% | +$287K | 2.63% | 12 |
|
|
2017
Q1 | $7.75M | Buy |
93,813
+5,564
| +6% | +$460K | 2.65% | 12 |
|
|
2016
Q4 | $7.28M | Buy |
+88,249
| New | +$7.28M | 2.63% | 13 |
|