Capital 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
Q1 | – | Sell |
-2,028
| Closed | -$235K | – | 46 |
|
2021
Q4 | $235K | Sell |
2,028
-500
| -20% | -$57.9K | 0.16% | 37 |
|
2021
Q3 | $257K | Buy |
+2,528
| New | +$257K | 0.2% | 34 |
|
2018
Q2 | – | Sell |
-37,511
| Closed | -$2.83M | – | 43 |
|
2018
Q1 | $2.83M | Sell |
37,511
-3,413
| -8% | -$258K | 2.65% | 12 |
|
2017
Q4 | $3.4M | Buy |
+40,924
| New | +$3.4M | 2.93% | 13 |
|