Beacon Harbor Wealth Advisors’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
2024
Q4
Sell
-120,552
Closed -$11.7M 93
2024
Q3
$11.7M Buy
+120,552
New +$11.7M 2.79% 7