DY
Dowling & Yahnke’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.58M | Buy |
82,088
+19,959
| +32% | +$1.6M | 0.31% | 82 |
|
|
2022
Q2 | $5.66M | Buy |
62,129
+7,002
| +13% | +$638K | 0.27% | 98 |
|
|
2022
Q1 | $5.97M | Buy |
55,127
+7,910
| +17% | +$857K | 0.26% | 101 |
|
|
2021
Q4 | $5.48M | Buy |
47,217
+1,930
| +4% | +$224K | 0.26% | 105 |
|
|
2021
Q3 | $4.61M | Buy |
45,287
+7,154
| +19% | +$728K | 0.26% | 107 |
|
|
2021
Q2 | $3.88M | Sell |
38,133
-3,056
| -7% | -$311K | 0.22% | 116 |
|
|
2021
Q1 | $3.78M | Buy |
41,189
+2,631
| +7% | +$242K | 0.26% | 109 |
|
|
2020
Q4 | $3.28M | Buy |
38,558
+84
| +0.2% | +$7.14K | 0.23% | 117 |
|
|
2020
Q3 | $3.04M | Buy |
38,474
+8,819
| +30% | +$696K | 0.24% | 109 |
|
|
2020
Q2 | $2.33M | Buy |
29,655
+404
| +1% | +$31.7K | 0.2% | 124 |
|
|
2020
Q1 | $2.04M | Buy |
29,251
+6,549
| +29% | +$457K | 0.2% | 125 |
|
|
2019
Q4 | $2.11M | Sell |
22,702
-108
| -0.5% | -$10K | 0.16% | 142 |
|
|
2019
Q3 | $2.13M | Sell |
22,810
-177
| -0.8% | -$16.5K | 0.18% | 136 |
|
|
2019
Q2 | $2.01M | Sell |
22,987
-269
| -1% | -$23.5K | 0.17% | 142 |
|
|
2019
Q1 | $2.02M | Sell |
23,256
-649
| -3% | -$56.4K | 0.19% | 123 |
|
|
2018
Q4 | $1.96M | Buy |
23,905
+180
| +0.8% | +$14.8K | 0.2% | 123 |
|
|
2018
Q3 | $1.91M | Buy |
23,725
+668
| +3% | +$53.9K | 0.17% | 149 |
|
|
2018
Q2 | $1.88M | Buy |
23,057
+689
| +3% | +$56.1K | 0.17% | 150 |
|
|
2018
Q1 | $1.69M | Sell |
22,368
-1,671
| -7% | -$126K | 0.16% | 155 |
|
|
2017
Q4 | $2M | Buy |
+24,039
| New | +$2M | 0.18% | 143 |
|