DWMG
DB Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-131
| Closed | -$11K | – | 378 |
|
|
2022
Q3 | $11K | Sell |
131
-19
| -13% | -$1.6K | 0.01% | 281 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $16K | Hold |
150
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $17K | Hold |
150
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $15K | Buy |
150
+17
| +13% | +$1.7K | 0.01% | 241 |
|
|
2021
Q2 | $14K | Buy |
133
+116
| +682% | +$12.2K | 0.01% | 248 |
|
|
2021
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 348 |
|