Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,223
| Closed | -$211K | – | 250 |
|
|
2019
Q3 | $211K | Buy |
+2,223
| New | +$211K | 0.01% | 235 |
|
|
2015
Q3 | – | Sell |
-4,100
| Closed | -$306K | – | 106 |
|
|
2015
Q2 | $306K | Sell |
4,100
-150
| -4% | -$11.2K | 0.18% | 80 |
|
|
2015
Q1 | $358K | Buy |
+4,250
| New | +$358K | 0.19% | 79 |
|
|
2014
Q4 | – | Sell |
-4,620
| Closed | -$332K | – | 127 |
|
|
2014
Q3 | $332K | Hold |
4,620
| – | – | 0.13% | 86 |
|
|
2014
Q2 | $346K | Hold |
4,620
| – | – | 0.13% | 88 |
|
|
2014
Q1 | $326K | Buy |
+4,620
| New | +$326K | 0.14% | 91 |
|
|
2013
Q4 | – | Sell |
-4,620
| Closed | -$306K | – | 124 |
|
|
2013
Q3 | $306K | Buy |
+4,620
| New | +$306K | 0.14% | 104 |
|