BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,282
| Closed | -$247K | – | 76 |
|
|
2022
Q1 | $247K | Hold |
2,282
| – | – | 0.06% | 62 |
|
|
2021
Q4 | $265K | Sell |
2,282
-89
| -4% | -$10.3K | 0.07% | 59 |
|
|
2021
Q3 | $241K | Sell |
2,371
-138
| -6% | -$14K | 0.07% | 48 |
|
|
2021
Q2 | $255K | Buy |
+2,509
| New | +$255K | 0.08% | 50 |
|
|
2019
Q1 | – | Sell |
-10,330
| Closed | -$873K | – | 101 |
|
|
2018
Q4 | $873K | Buy |
+10,330
| New | +$873K | 0.38% | 35 |
|