Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,501
| Closed | -$382K | – | 153 |
|
|
2020
Q4 | $382K | Sell |
4,501
-17
| -0.4% | -$1.44K | 0.15% | 115 |
|
|
2020
Q3 | $356K | Sell |
4,518
-428
| -9% | -$33.7K | 0.16% | 104 |
|
|
2020
Q2 | $388K | Sell |
4,946
-298
| -6% | -$23.4K | 0.21% | 88 |
|
|
2020
Q1 | $366K | Sell |
5,244
-926
| -15% | -$64.6K | 0.25% | 97 |
|
|
2019
Q4 | $572K | Sell |
6,170
-75
| -1% | -$6.95K | 0.35% | 66 |
|
|
2019
Q3 | $582K | Sell |
6,245
-296
| -5% | -$27.6K | 0.42% | 54 |
|
|
2019
Q2 | $572K | Sell |
6,541
-20
| -0.3% | -$1.75K | 0.45% | 53 |
|
|
2019
Q1 | $570K | Buy |
6,561
+171
| +3% | +$14.9K | 0.45% | 55 |
|
|
2018
Q4 | $477K | Buy |
+6,390
| New | +$477K | 0.42% | 55 |
|