Epic Trust Investment Advisors’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
Q2
Sell
-2,506
Closed -$272K 94
2022
Q1
$272K Sell
2,506
-627
-20% -$68.1K 0.42% 55
2021
Q4
$364K Buy
+3,133
New +$364K 0.53% 44