Drive 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 | – | Sell |
-2,647
| Closed | -$260K | – | 382 |
|
|
2024
Q3 | $260K | Sell |
2,647
-26
| -1% | -$2.55K | 0.07% | 243 |
|
|
2024
Q2 | $227K | Sell |
2,673
-30
| -1% | -$2.54K | 0.06% | 258 |
|
|
2024
Q1 | $234K | Sell |
2,703
-55
| -2% | -$4.76K | 0.07% | 261 |
|
|
2023
Q4 | $244K | Sell |
2,758
-95
| -3% | -$8.4K | 0.08% | 238 |
|
|
2023
Q3 | $218K | Sell |
2,853
-1,454
| -34% | -$111K | 0.08% | 229 |
|
|
2023
Q2 | $364K | Buy |
4,307
+216
| +5% | +$18.2K | 0.13% | 148 |
|
|
2023
Q1 | $339K | Buy |
4,091
+31
| +0.8% | +$2.57K | 0.14% | 156 |
|
|
2022
Q4 | $335K | Buy |
4,060
+595
| +17% | +$49.1K | 0.17% | 146 |
|
|
2022
Q3 | $278K | Sell |
3,465
-55
| -2% | -$4.41K | 0.26% | 114 |
|
|
2022
Q2 | $321K | Sell |
3,520
-492
| -12% | -$44.9K | 0.29% | 103 |
|
|
2022
Q1 | $435K | Buy |
4,012
+1,784
| +80% | +$193K | 0.37% | 77 |
|
|
2021
Q4 | $259K | Buy |
+2,228
| New | +$259K | 0.23% | 116 |
|