BFA
BBJS Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.62M | Sell |
183,776
-2,045
| -1% | -$95.9K | 3.07% | 9 |
|
|
2024
Q2 | $7.54M | Sell |
185,821
-106,586
| -36% | -$4.32M | 2.81% | 11 |
|
|
2024
Q1 | $12.3M | Buy |
292,407
+55,918
| +24% | +$2.36M | 4.39% | 6 |
|
|
2023
Q4 | $10.1M | Buy |
236,489
+17,884
| +8% | +$762K | 3.5% | 8 |
|
|
2023
Q3 | $8.51M | Buy |
218,605
+7,079
| +3% | +$276K | 3.23% | 8 |
|
|
2023
Q2 | $8.5M | Buy |
211,526
+18,358
| +10% | +$738K | 3.41% | 9 |
|
|
2023
Q1 | $7.84M | Buy |
193,168
+1,404
| +0.7% | +$57K | 3.19% | 10 |
|
|
2022
Q4 | $7.93M | Buy |
+191,764
| New | +$7.93M | 3.57% | 8 |
|