Fiduciary Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,622
| Closed | -$217K | – | 13 |
|
|
2017
Q1 | $217K | Sell |
2,622
-939
| -26% | -$77.7K | 0.22% | 14 |
|
|
2016
Q4 | $297K | Sell |
3,561
-345
| -9% | -$28.8K | 0.3% | 12 |
|
|
2016
Q3 | $339K | Buy |
3,906
+390
| +11% | +$33.8K | 0.34% | 10 |
|
|
2016
Q2 | $312K | Buy |
3,516
+1,908
| +119% | +$169K | 0.33% | 11 |
|
|
2016
Q1 | $135K | Sell |
1,608
-980
| -38% | -$82.3K | 0.14% | 14 |
|
|
2015
Q4 | $128K | Buy |
+2,588
| New | +$128K | 0.11% | 13 |
|