Cypress Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $345K | Hold |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $560K | Sell |
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|
2018
Q2 | $826K | Sell |
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|
2018
Q1 | $771K | Sell |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $2.05M | Sell |
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|
2017
Q2 | $2.52M | Sell |
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|
2017
Q1 | $5.57M | Sell |
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|
2016
Q4 | $5.59M | Buy |
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|
2016
Q3 | $5.49M | Buy |
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|
2016
Q2 | $4.41M | Sell |
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|
2016
Q1 | $5.4M | Buy |
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|
2015
Q4 | $3.9M | Buy |
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|
2015
Q3 | $588K | Hold |
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|
2015
Q2 | $581K | Buy |
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