BSWM
Boston Standard Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,696
| Closed | -$342K | – | 38 |
|
|
2020
Q4 | $342K | Buy |
+3,696
| New | +$342K | 0.13% | 30 |
|
|
2017
Q4 | – | Sell |
-5,043
| Closed | -$357K | – | 31 |
|
|
2017
Q3 | $357K | Sell |
5,043
-1,149
| -19% | -$81.3K | 0.24% | 18 |
|
|
2017
Q2 | $419K | Sell |
6,192
-1,112
| -15% | -$75.2K | 0.29% | 15 |
|
|
2017
Q1 | $476K | Sell |
7,304
-1,247
| -15% | -$81.3K | 0.37% | 16 |
|
|
2016
Q4 | $522K | Sell |
8,551
-2,904
| -25% | -$177K | 0.41% | 16 |
|
|
2016
Q3 | $697K | Sell |
11,455
-5,615
| -33% | -$342K | 0.56% | 17 |
|
|
2016
Q2 | $991K | Sell |
17,070
-9,458
| -36% | -$549K | 0.86% | 15 |
|
|
2016
Q1 | $1.53M | Sell |
26,528
-7,917
| -23% | -$457K | 1.4% | 14 |
|
|
2015
Q4 | $2M | Sell |
34,445
-2,490
| -7% | -$145K | 1.98% | 13 |
|
|
2015
Q3 | $2.01M | Buy |
36,935
+724
| +2% | +$39.4K | 2% | 12 |
|
|
2015
Q2 | $2.22M | Sell |
36,211
-81
| -0.2% | -$4.97K | 2.08% | 13 |
|
|
2015
Q1 | $2.3M | Sell |
36,292
-4
| -0% | -$253 | 2.14% | 13 |
|
|
2014
Q4 | $2.14M | Buy |
+36,296
| New | +$2.14M | 2.11% | 13 |
|