Cardan Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,250
| Closed | -$207K | – | 284 |
|
|
2021
Q1 | $207K | Buy |
+2,250
| New | +$207K | 0.02% | 231 |
|
|
2020
Q1 | – | Sell |
-12,489
| Closed | -$1.16M | – | 231 |
|
|
2019
Q4 | $1.16M | Hold |
12,489
| – | – | 0.16% | 103 |
|
|
2019
Q3 | $1.17M | Hold |
12,489
| – | – | 0.17% | 99 |
|
|
2019
Q2 | $1.09M | Hold |
12,489
| – | – | 0.17% | 100 |
|
|
2019
Q1 | $1.09M | Buy |
12,489
+1,889
| +18% | +$164K | 0.18% | 96 |
|
|
2018
Q4 | $790K | Hold |
10,600
| – | – | 0.14% | 99 |
|
|
2018
Q3 | $855K | Hold |
10,600
| – | – | 0.13% | 95 |
|
|
2018
Q2 | $863K | Sell |
10,600
-455
| -4% | -$37K | 0.14% | 92 |
|
|
2018
Q1 | $834K | Buy |
+11,055
| New | +$834K | 0.14% | 91 |
|