Elmwood 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
Q1 | – | Sell |
-11
| Closed | -$1K | – | 316 |
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 363 |
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 323 |
|
2021
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 313 |
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 253 |
|
2020
Q2 | $1K | Sell |
11
-608
| -98% | -$55.3K | ﹤0.01% | 253 |
|
2020
Q1 | $46.7K | Buy |
+619
| New | +$46.7K | 0.04% | 130 |
|
2018
Q4 | – | Sell |
-203
| Closed | -$16.4K | – | 315 |
|
2018
Q3 | $16.4K | Sell |
203
-200
| -50% | -$16.1K | 0.01% | 181 |
|
2018
Q2 | $32.8K | Sell |
403
-216
| -35% | -$17.6K | 0.03% | 143 |
|
2018
Q1 | $46.7K | Buy |
+619
| New | +$46.7K | 0.04% | 130 |
|