Clarus Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-793
| Closed | -$69K | – | 534 |
|
|
2019
Q2 | $69K | Sell |
793
-108
| -12% | -$9.4K | 0.05% | 240 |
|
|
2019
Q1 | $78K | Hold |
901
| – | – | 0.06% | 230 |
|
|
2018
Q4 | $67K | Buy |
901
+4
| +0.4% | +$297 | 0.11% | 221 |
|
|
2018
Q3 | $72K | Buy |
897
+7
| +0.8% | +$562 | 0.05% | 248 |
|
|
2018
Q2 | $67K | Buy |
+890
| New | +$67K | 0.05% | 241 |
|