BWA
BDO Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $446K | Hold |
5,333
| – | – | 0.05% | 183 |
|
|
2023
Q1 | $443K | Buy |
5,333
+18
| +0.3% | +$1.5K | 0.05% | 177 |
|
|
2022
Q4 | $438K | Hold |
5,315
| – | – | 0.05% | 183 |
|
|
2022
Q3 | $426K | Sell |
5,315
-162
| -3% | -$13K | 0.06% | 183 |
|
|
2022
Q2 | $499K | Hold |
5,477
| – | – | 0.06% | 175 |
|
|
2022
Q1 | $594K | Hold |
5,477
| – | – | 0.06% | 169 |
|
|
2021
Q4 | $635K | Buy |
5,477
+160
| +3% | +$18.6K | 0.07% | 163 |
|
|
2021
Q3 | $541K | Sell |
5,317
-295
| -5% | -$30K | 0.06% | 172 |
|
|
2021
Q2 | $571K | Buy |
5,612
+130
| +2% | +$13.2K | 0.06% | 173 |
|
|
2021
Q1 | $504K | Buy |
5,482
+2,204
| +67% | +$203K | 0.06% | 176 |
|
|
2020
Q4 | $278K | Sell |
3,278
-305
| -9% | -$25.9K | 0.04% | 204 |
|
|
2020
Q3 | $283K | Buy |
3,583
+5
| +0.1% | +$395 | 0.05% | 185 |
|
|
2020
Q2 | $281K | Sell |
3,578
-244
| -6% | -$19.2K | 0.05% | 182 |
|
|
2020
Q1 | $267K | Buy |
3,822
+114
| +3% | +$7.96K | 0.05% | 177 |
|
|
2019
Q4 | $344K | Buy |
3,708
+40
| +1% | +$3.71K | 0.09% | 133 |
|
|
2019
Q3 | $342K | Sell |
3,668
-100
| -3% | -$9.32K | 0.09% | 140 |
|
|
2019
Q2 | $329K | Buy |
3,768
+75
| +2% | +$6.55K | 0.09% | 135 |
|
|
2019
Q1 | $321K | Hold |
3,693
| – | – | 0.09% | 133 |
|
|
2018
Q4 | $275K | Sell |
3,693
-150
| -4% | -$11.2K | 0.09% | 124 |
|
|
2018
Q3 | $310K | Buy |
3,843
+75
| +2% | +$6.05K | 0.1% | 119 |
|
|
2018
Q2 | $307K | Hold |
3,768
| – | – | 0.1% | 118 |
|
|
2018
Q1 | $284K | Sell |
3,768
-703
| -16% | -$53K | 0.11% | 109 |
|
|
2017
Q4 | $371K | Buy |
4,471
+3,241
| +263% | +$269K | 0.17% | 93 |
|
|
2017
Q3 | $102K | Sell |
1,230
-867
| -41% | -$71.9K | 0.05% | 136 |
|
|
2017
Q2 | $175K | Buy |
+2,097
| New | +$175K | 0.08% | 135 |
|