CPA
Clear Perspective Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,008
| Closed | -$82K | – | 426 |
|
|
2018
Q2 | $82K | Hold |
1,008
| – | – | 0.06% | 207 |
|
|
2018
Q1 | $76K | Buy |
1,008
+258
| +34% | +$19.5K | 0.06% | 212 |
|
|
2017
Q4 | $62K | Hold |
750
| – | – | 0.05% | 220 |
|
|
2017
Q3 | $62K | Buy |
750
+181
| +32% | +$15K | 0.05% | 216 |
|
|
2017
Q2 | $47K | Buy |
+569
| New | +$47K | 0.04% | 224 |
|