BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $78.4K | Hold |
907
| – | – | 0.05% | 59 |
|
|
2023
Q4 | $80.1K | Hold |
907
| – | – | 0.05% | 56 |
|
|
2023
Q3 | $68.6K | Hold |
907
| – | – | 0.05% | 57 |
|
|
2023
Q2 | $75.7K | Hold |
907
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $75.3K | Hold |
907
| – | – | 0.06% | 54 |
|
|
2022
Q4 | $74.8K | Hold |
907
| – | – | 0.07% | 52 |
|
|
2022
Q3 | $73K | Hold |
907
| – | – | 0.09% | 47 |
|
|
2022
Q2 | $83K | Sell |
907
-575
| -39% | -$52.6K | 0.1% | 44 |
|
|
2022
Q1 | $161K | Buy |
+1,482
| New | +$161K | 0.17% | 34 |
|