BWM
BigSur Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,950
| Closed | -$546K | – | 112 |
|
|
2020
Q2 | $546K | Hold |
6,950
| – | – | 0.39% | 56 |
|
|
2020
Q1 | $485K | Hold |
6,950
| – | – | 0.36% | 55 |
|
|
2019
Q4 | $645K | Hold |
6,950
| – | – | 0.36% | 56 |
|
|
2019
Q3 | $648K | Hold |
6,950
| – | – | 0.44% | 51 |
|
|
2019
Q2 | $613K | Hold |
6,950
| – | – | 0.43% | 50 |
|
|
2019
Q1 | $608K | Hold |
6,950
| – | – | 0.4% | 53 |
|
|
2018
Q4 | $518K | Hold |
6,950
| – | – | 0.37% | 51 |
|
|
2018
Q3 | $561K | Hold |
6,950
| – | – | 0.35% | 52 |
|
|
2018
Q2 | $566K | Hold |
6,950
| – | – | 0.41% | 44 |
|
|
2018
Q1 | $525K | Hold |
6,950
| – | – | 0.37% | 54 |
|
|
2017
Q4 | $577K | Hold |
6,950
| – | – | 0.57% | 42 |
|
|
2017
Q3 | $577K | Hold |
6,950
| – | – | 0.58% | 44 |
|
|
2017
Q2 | $583K | Hold |
6,950
| – | – | 0.59% | 44 |
|
|
2017
Q1 | $566K | Hold |
6,950
| – | – | 0.61% | 41 |
|
|
2016
Q4 | $574K | Buy |
+6,950
| New | +$574K | 0.77% | 34 |
|