Dorchester Wealth Management’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
Q4 | $223K | Hold |
2,500
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $244K | Hold |
2,500
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $209K | Hold |
2,500
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $216K | Hold |
2,500
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $221K | Buy |
+2,500
| New | +$221K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$230K | – | 171 |
|
|
2022
Q1 | $230K | Buy |
+1,700
| New | +$230K | 0.04% | 148 |
|