Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.1M | Sell |
26,134
-21
| -0.1% | -$1.68K | 0.18% | 81 |
|
|
2022
Q2 | $2.38M | Buy |
26,155
+537
| +2% | +$48.9K | 0.19% | 81 |
|
|
2022
Q1 | $2.78M | Buy |
25,618
+327
| +1% | +$35.4K | 0.2% | 79 |
|
|
2021
Q4 | $2.93M | Buy |
25,291
+95
| +0.4% | +$11K | 0.21% | 78 |
|
|
2021
Q3 | $2.56M | Sell |
25,196
-309
| -1% | -$31.4K | 0.2% | 78 |
|
|
2021
Q2 | $2.6M | Buy |
25,505
+612
| +2% | +$62.3K | 0.22% | 77 |
|
|
2021
Q1 | $2.29M | Sell |
24,893
-5,235
| -17% | -$481K | 0.22% | 79 |
|
|
2020
Q4 | $2.56M | Sell |
30,128
-843
| -3% | -$71.6K | 0.26% | 70 |
|
|
2020
Q3 | $2.45M | Sell |
30,971
-478
| -2% | -$37.7K | 0.28% | 66 |
|
|
2020
Q2 | $2.47M | Sell |
31,449
-2,621
| -8% | -$206K | 0.33% | 58 |
|
|
2020
Q1 | $2.38M | Buy |
34,070
+245
| +0.7% | +$17.1K | 0.38% | 49 |
|
|
2019
Q4 | $3.14M | Sell |
33,825
-931
| -3% | -$86.4K | 0.39% | 51 |
|
|
2019
Q3 | $3.24M | Buy |
34,756
+1,216
| +4% | +$113K | 0.45% | 48 |
|
|
2019
Q2 | $2.93M | Buy |
33,540
+1,436
| +4% | +$125K | 0.41% | 49 |
|
|
2019
Q1 | $2.79M | Buy |
32,104
+1,327
| +4% | +$115K | 0.41% | 50 |
|
|
2018
Q4 | $2.3M | Sell |
30,777
-1,046
| -3% | -$78K | 0.39% | 48 |
|
|
2018
Q3 | $2.57M | Buy |
31,823
+327
| +1% | +$26.4K | 0.4% | 49 |
|
|
2018
Q2 | $2.57M | Sell |
31,496
-136
| -0.4% | -$11.1K | 0.42% | 50 |
|
|
2018
Q1 | $2.39M | Sell |
31,632
-1,240
| -4% | -$93.6K | 0.4% | 52 |
|
|
2017
Q4 | $2.73M | Sell |
32,872
-2,152
| -6% | -$179K | 0.46% | 48 |
|
|
2017
Q3 | $2.91M | Buy |
35,024
+474
| +1% | +$39.4K | 0.51% | 47 |
|
|
2017
Q2 | $2.88M | Buy |
34,550
+105
| +0.3% | +$8.74K | 0.53% | 47 |
|
|
2017
Q1 | $2.85M | Buy |
+34,445
| New | +$2.85M | 0.58% | 47 |
|