BWA
Burt Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-243
| Closed | -$17K | – | 445 |
|
|
2020
Q1 | $17K | Hold |
243
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $23K | Hold |
243
| – | – | 0.01% | 226 |
|
|
2019
Q3 | $23K | Hold |
243
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $21K | Hold |
243
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $21K | Buy |
+243
| New | +$21K | 0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-411
| Closed | -$34K | – | 421 |
|
|
2017
Q1 | $34K | Hold |
411
| – | – | 0.02% | 195 |
|
|
2016
Q4 | $34K | Hold |
411
| – | – | 0.03% | 197 |
|
|
2016
Q3 | $35K | Hold |
411
| – | – | 0.04% | 180 |
|
|
2016
Q2 | $36K | Hold |
411
| – | – | 0.04% | 178 |
|
|
2016
Q1 | $34K | Buy |
+411
| New | +$34K | 0.03% | 197 |
|