BerganKDV Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.1K | Sell |
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|
2023
Q1 | $44.3K | Hold |
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|
2022
Q4 | $44K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $97K | Sell |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $123K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $87K | Buy |
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|
2019
Q3 | $70K | Sell |
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|
2019
Q2 | $100K | Buy |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $56K | Buy |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $395K | Sell |
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|
2017
Q3 | $399K | Buy |
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|
2017
Q2 | $368K | Buy |
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|
2017
Q1 | $360K | Buy |
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