EWM
Executive Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,205
| Closed | -$200K | – | 189 |
|
|
2022
Q2 | $200K | Buy |
+2,205
| New | +$200K | 0.03% | 176 |
|
|
2019
Q3 | – | Sell |
-46,764
| Closed | -$4.09M | – | 769 |
|
|
2019
Q2 | $4.09M | Sell |
46,764
-1,827
| -4% | -$160K | 0.58% | 36 |
|
|
2019
Q1 | $4.22M | Sell |
48,591
-13,318
| -22% | -$1.16M | 0.75% | 23 |
|
|
2018
Q4 | $4.62M | Buy |
+61,909
| New | +$4.62M | 0.81% | 17 |
|