Elevatus Welath 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
Q2
Sell
-6,333
Closed -$548K 122
2024
Q1
$548K Hold
6,333
0.22% 52
2023
Q4
$560K Buy
+6,333
New +$560K 0.25% 48