CIM
Cetera Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,691
| Closed | -$1.96M | – | 79 |
|
|
2017
Q2 | $1.96M | Buy |
23,691
+5,292
| +29% | +$438K | 2.48% | 10 |
|
|
2017
Q1 | $1.52M | Buy |
+18,399
| New | +$1.52M | 1.74% | 13 |
|
|
2016
Q2 | – | Sell |
-50,941
| Closed | -$4.26M | – | 125 |
|
|
2016
Q1 | $4.26M | Sell |
50,941
-3,395
| -6% | -$284K | 2.2% | 8 |
|
|
2015
Q4 | $4.34M | Buy |
+54,336
| New | +$4.34M | 1.75% | 8 |
|