EIG
Ellenbecker Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,017
| Closed | -$205K | – | 74 |
|
|
2021
Q2 | $205K | Buy |
+2,017
| New | +$205K | 0.07% | 69 |
|
|
2020
Q4 | – | Sell |
-2,591
| Closed | -$205K | – | 67 |
|
|
2020
Q3 | $205K | Buy |
+2,591
| New | +$205K | 0.09% | 61 |
|
|
2019
Q2 | – | Sell |
-7,481
| Closed | -$650K | – | 57 |
|
|
2019
Q1 | $650K | Sell |
7,481
-29,280
| -80% | -$2.54M | 0.42% | 25 |
|
|
2018
Q4 | $2.74M | Sell |
36,761
-4,327
| -11% | -$323K | 2.13% | 13 |
|
|
2018
Q3 | $3.32M | Sell |
41,088
-792
| -2% | -$63.9K | 2.45% | 10 |
|
|
2018
Q2 | $3.41M | Sell |
41,880
-10
| -0% | -$814 | 2.71% | 9 |
|
|
2018
Q1 | $3.16M | Buy |
41,890
+1,679
| +4% | +$127K | 2.62% | 10 |
|
|
2017
Q4 | $3.34M | Buy |
+40,211
| New | +$3.34M | 2.79% | 9 |
|