Domani Wealth’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
2023
Q1
$203K Buy
+2,446
New +$203K 0.05% 116
2018
Q4
Sell
-3,727
Closed -$301K 113
2018
Q3
$301K Buy
+3,727
New +$301K 0.13% 80
2017
Q1
Sell
-3,100
Closed -$256K 106
2016
Q4
$256K Sell
3,100
-2,624
-46% -$217K 0.1% 86
2016
Q3
$496K Sell
5,724
-3,040
-35% -$263K 0.19% 68
2016
Q2
$777K Sell
8,764
-6,463
-42% -$573K 0.3% 53
2016
Q1
$1.28M Buy
15,227
+3,957
+35% +$331K 0.48% 41
2015
Q4
$899K Buy
11,270
+5,574
+98% +$445K 0.35% 50
2015
Q3
$430K Sell
5,696
-288
-5% -$21.7K 0.23% 59
2015
Q2
$447K Buy
5,984
+5,598
+1,450% +$418K 0.24% 56
2015
Q1
$4.58K Buy
+386
New +$4.58K 0.07% 70