Cumberland Partners’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 |
-3,450
| Closed | -$277K | – | 183 |
|
|
2022
Q3 | $277K | Sell |
3,450
-5,600
| -62% | -$450K | 0.03% | 143 |
|
|
2022
Q2 | $825K | Buy |
+9,050
| New | +$825K | 0.08% | 118 |
|
|
2022
Q1 | – | Sell |
-9,050
| Closed | -$1.05M | – | 196 |
|
|
2021
Q4 | $1.05M | Buy |
9,050
+1,800
| +25% | +$209K | 0.07% | 127 |
|
|
2021
Q3 | $738K | Buy |
7,250
+900
| +14% | +$91.6K | 0.06% | 136 |
|
|
2021
Q2 | $646K | Buy |
+6,350
| New | +$646K | 0.05% | 132 |
|