BPWA
Beacon Pointe Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.07M | Buy |
76,181
+10,720
| +16% | +$995K | 1.3% | 19 |
|
|
2019
Q3 | $6.11M | Buy |
65,461
+19,612
| +43% | +$1.83M | 1.29% | 19 |
|
|
2019
Q2 | $4.01M | Buy |
45,849
+5,701
| +14% | +$498K | 0.85% | 26 |
|
|
2019
Q1 | $3.49M | Buy |
40,148
+1,792
| +5% | +$156K | 0.8% | 26 |
|
|
2018
Q4 | $2.85M | Buy |
+38,356
| New | +$2.85M | 1.03% | 22 |
|