BFA
BBJS Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.77M | Sell |
18,167
-221
| -1% | -$21.5K | 0.63% | 26 |
|
|
2024
Q2 | $1.54M | Sell |
18,388
-14,962
| -45% | -$1.25M | 0.57% | 24 |
|
|
2024
Q1 | $2.88M | Buy |
33,350
+8,274
| +33% | +$716K | 1.03% | 24 |
|
|
2023
Q4 | $2.22M | Sell |
25,076
-807
| -3% | -$71.3K | 0.77% | 25 |
|
|
2023
Q3 | $1.96M | Buy |
25,883
+2,331
| +10% | +$176K | 0.74% | 26 |
|
|
2023
Q2 | $1.97M | Buy |
23,552
+3,350
| +17% | +$280K | 0.79% | 25 |
|
|
2023
Q1 | $1.68M | Buy |
20,202
+5,170
| +34% | +$429K | 0.68% | 27 |
|
|
2022
Q4 | $1.24M | Buy |
+15,032
| New | +$1.24M | 0.56% | 30 |
|