CWA
Cypress Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $345K | Hold |
3,969
| – | – | 0.39% | 57 |
|
|
2018
Q4 | $296K | Sell |
3,969
-2,971
| -43% | -$222K | 0.41% | 57 |
|
|
2018
Q3 | $560K | Sell |
6,940
-3,198
| -32% | -$258K | 0.59% | 51 |
|
|
2018
Q2 | $826K | Sell |
10,138
-80
| -0.8% | -$6.52K | 0.89% | 39 |
|
|
2018
Q1 | $771K | Sell |
10,218
-6,817
| -40% | -$514K | 0.84% | 40 |
|
|
2017
Q4 | $1.41M | Sell |
17,035
-7,680
| -31% | -$637K | 1.36% | 27 |
|
|
2017
Q3 | $2.05M | Sell |
24,715
-5,538
| -18% | -$460K | 3.32% | 6 |
|
|
2017
Q2 | $2.52M | Sell |
30,253
-37,229
| -55% | -$3.1M | 2.94% | 9 |
|
|
2017
Q1 | $5.57M | Sell |
67,482
-228
| -0.3% | -$18.8K | 2.54% | 7 |
|
|
2016
Q4 | $5.59M | Buy |
67,710
+4,399
| +7% | +$363K | 2.55% | 7 |
|
|
2016
Q3 | $5.49M | Buy |
63,311
+13,625
| +27% | +$1.18M | 2.48% | 7 |
|
|
2016
Q2 | $4.41M | Sell |
49,686
-14,773
| -23% | -$1.31M | 2.18% | 7 |
|
|
2016
Q1 | $5.4M | Buy |
64,459
+15,514
| +32% | +$1.3M | 2.47% | 8 |
|
|
2015
Q4 | $3.9M | Buy |
48,945
+41,167
| +529% | +$3.28M | 1.98% | 8 |
|
|
2015
Q3 | $588K | Hold |
7,778
| – | – | 0.32% | 68 |
|
|
2015
Q2 | $581K | Buy |
+7,778
| New | +$581K | 0.34% | 74 |
|