Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,023
| Closed | -$1.05M | – | 75 |
|
|
2014
Q4 | $1.05M | Buy |
13,023
+5,243
| +67% | +$424K | 1% | 19 |
|
|
2014
Q3 | $559K | Buy |
+7,780
| New | +$559K | 0.5% | 47 |
|
|
2014
Q2 | – | Sell |
-127
| Closed | -$9K | – | 473 |
|
|
2014
Q1 | $9K | Sell |
127
-397
| -76% | -$28.1K | 0.01% | 245 |
|
|
2013
Q4 | $34K | Buy |
+524
| New | +$34K | 0.02% | 205 |
|
|
2013
Q3 | – | Sell |
-1,729
| Closed | -$119K | – | 438 |
|
|
2013
Q2 | $119K | Buy |
+1,729
| New | +$119K | 0.18% | 64 |
|