Colton Groome Financial Advisors’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
Q1 | – | Sell |
-2,253
| Closed | -$261K | – | 137 |
|
|
2021
Q4 | $261K | Sell |
2,253
-57
| -2% | -$6.6K | 0.11% | 105 |
|
|
2021
Q3 | $235K | Sell |
2,310
-62
| -3% | -$6.31K | 0.1% | 99 |
|
|
2021
Q2 | $241K | Sell |
2,372
-43
| -2% | -$4.37K | 0.11% | 95 |
|
|
2021
Q1 | $222K | Sell |
2,415
-364
| -13% | -$33.5K | 0.12% | 66 |
|
|
2020
Q4 | $236K | Sell |
2,779
-1,325
| -32% | -$113K | 0.15% | 58 |
|
|
2020
Q3 | $324K | Sell |
4,104
-750
| -15% | -$59.2K | 0.23% | 47 |
|
|
2020
Q2 | $381K | Buy |
4,854
+39
| +0.8% | +$3.06K | 0.28% | 43 |
|
|
2020
Q1 | $336K | Sell |
4,815
-462
| -9% | -$32.2K | 0.28% | 46 |
|
|
2019
Q4 | $490K | Sell |
5,277
-304
| -5% | -$28.2K | 0.35% | 44 |
|
|
2019
Q3 | $509K | Sell |
5,581
-273
| -5% | -$24.9K | 0.38% | 44 |
|
|
2019
Q2 | $512K | Buy |
+5,854
| New | +$512K | 0.41% | 34 |
|