BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.02M | Buy |
11,731
+235
| +2% | +$20.4K | 0.41% | 69 |
|
|
2018
Q4 | $857K | Sell |
11,496
-2,100
| -15% | -$157K | 0.39% | 66 |
|
|
2018
Q3 | $1.1M | Hold |
13,596
| – | – | 0.4% | 65 |
|
|
2018
Q2 | $1.11M | Sell |
13,596
-400
| -3% | -$32.6K | 0.39% | 69 |
|
|
2018
Q1 | $1.06M | Sell |
13,996
-2
| -0% | -$151 | 0.39% | 70 |
|
|
2017
Q4 | $1.16M | Buy |
13,998
+63
| +0.5% | +$5.23K | 0.42% | 66 |
|
|
2017
Q3 | $1.16M | Sell |
13,935
-255
| -2% | -$21.2K | 0.45% | 64 |
|
|
2017
Q2 | $1.18M | Buy |
14,190
+226
| +2% | +$18.8K | 0.48% | 61 |
|
|
2017
Q1 | $1.15M | Buy |
13,964
+171
| +1% | +$14.1K | 0.5% | 60 |
|
|
2016
Q4 | $1.14M | Buy |
+13,793
| New | +$1.14M | 0.53% | 60 |
|