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 |
|