Carmel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,288
| Closed | -$223K | – | 168 |
|
|
2024
Q3 | $223K | Buy |
+2,288
| New | +$223K | 0.09% | 155 |
|
|
2023
Q4 | – | Sell |
-565
| Closed | -$42.7K | – | 680 |
|
|
2023
Q3 | $42.7K | Buy |
565
+564
| +56,400% | +$42.7K | 0.02% | 258 |
|
|
2023
Q2 | $84 | Sell |
1
-570
| -100% | -$47.9K | ﹤0.01% | 419 |
|
|
2023
Q1 | $47.4K | Buy |
+571
| New | +$47.4K | 0.03% | 242 |
|