Berman Capital Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-112
| Closed | -$6K | – | 2249 |
|
|
2021
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $6K | Sell |
112
-457
| -80% | -$24.5K | ﹤0.01% | 1232 |
|
|
2020
Q4 | $30K | Buy |
+569
| New | +$30K | 0.01% | 560 |
|
|
2019
Q1 | – | Sell |
-591
| Closed | -$30K | – | 1495 |
|
|
2018
Q4 | $30K | Buy |
+591
| New | +$30K | 0.01% | 318 |
|