Beam 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
Q2 | – | Sell |
-4,155
| Closed | -$359K | – | 152 |
|
|
2024
Q1 | $359K | Buy |
4,155
+1,125
| +37% | +$97.3K | 0.22% | 75 |
|
|
2023
Q4 | $268K | Buy |
3,030
+16
| +0.5% | +$1.41K | 0.17% | 84 |
|
|
2023
Q3 | $228K | Buy |
3,014
+379
| +14% | +$28.7K | 0.16% | 88 |
|
|
2023
Q2 | $220K | Buy |
+2,635
| New | +$220K | 0.15% | 94 |
|
|
2020
Q1 | – | Sell |
-4,632
| Closed | -$430K | – | 176 |
|
|
2019
Q4 | $430K | Buy |
+4,632
| New | +$430K | 0.4% | 82 |
|