Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-314
| Closed | -$25K | – | 265 |
|
|
2022
Q3 | $25K | Sell |
314
-64
| -17% | -$5.1K | 0.01% | 115 |
|
|
2022
Q2 | $34K | Buy |
378
+66
| +21% | +$5.94K | 0.01% | 101 |
|
|
2022
Q1 | $34K | Buy |
312
+35
| +13% | +$3.81K | 0.01% | 116 |
|
|
2021
Q4 | $32K | Buy |
277
+126
| +83% | +$14.6K | 0.01% | 125 |
|
|
2021
Q3 | $15K | Buy |
+151
| New | +$15K | 0.01% | 144 |
|