Financial Life 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,181
| Closed | -$481K | – | 39 |
|
|
2019
Q4 | $481K | Sell |
5,181
-420
| -7% | -$39K | 0.29% | 35 |
|
|
2019
Q3 | $522K | Sell |
5,601
-1,206
| -18% | -$112K | 0.33% | 30 |
|
|
2019
Q2 | $595K | Sell |
6,807
-862
| -11% | -$75.3K | 0.39% | 28 |
|
|
2019
Q1 | $667K | Sell |
7,669
-4,230
| -36% | -$368K | 0.46% | 27 |
|
|
2018
Q4 | $887K | Sell |
11,899
-1,568
| -12% | -$117K | 0.69% | 25 |
|
|
2018
Q3 | $1.09M | Sell |
13,467
-357
| -3% | -$28.8K | 0.8% | 26 |
|
|
2018
Q2 | $1.13M | Sell |
13,824
-2,077
| -13% | -$169K | 0.92% | 25 |
|
|
2018
Q1 | $1.19M | Sell |
15,901
-1,794
| -10% | -$134K | 1.09% | 25 |
|
|
2017
Q4 | $1.47M | Buy |
+17,695
| New | +$1.47M | 1.19% | 24 |
|