Confluence Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $525K | Sell |
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|
2016
Q3 | $578K | Buy |
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|
2016
Q2 | $506K | Sell |
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|
2016
Q1 | $545K | Sell |
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|
2015
Q4 | $757K | Sell |
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|
2015
Q3 | $855K | Sell |
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|
2015
Q2 | $6.24M | Sell |
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|
2015
Q1 | $7.71M | Sell |
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|
2014
Q4 | $7.76M | Buy |
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|
2014
Q3 | $6.62M | Buy |
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|
2014
Q2 | $6.89M | Buy |
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|
2014
Q1 | $6.05M | Buy |
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