DHK Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,960
| Closed | -$1.03M | – | 100 |
|
|
2024
Q1 | $1.03M | Buy |
11,960
+2
| +0% | +$173 | 0.73% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
11,958
+5
| +0% | +$442 | 0.79% | 35 |
|
|
2023
Q3 | $913K | Buy |
11,953
+3
| +0% | +$229 | 0.81% | 32 |
|
|
2023
Q2 | $1.01M | Sell |
11,950
-680
| -5% | -$57.5K | 0.86% | 32 |
|
|
2023
Q1 | $1.05M | Hold |
12,630
| – | – | 1.3% | 22 |
|
|
2022
Q4 | $1.04M | Hold |
12,630
| – | – | 1.45% | 20 |
|
|
2022
Q3 | $1.01M | Buy |
+12,630
| New | +$1.01M | 1.66% | 18 |
|