First Business Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-193,195
| Closed | -$16M | – | 179 |
|
|
2023
Q1 | $16M | Sell |
193,195
-1,711
| -0.9% | -$142K | 2.01% | 10 |
|
|
2022
Q4 | $16.1M | Sell |
194,906
-41,659
| -18% | -$3.44M | 2.16% | 10 |
|
|
2022
Q3 | $19M | Buy |
236,565
+3,358
| +1% | +$269K | 2.71% | 9 |
|
|
2022
Q2 | $21.2M | Buy |
+233,207
| New | +$21.2M | 2.86% | 9 |
|
|
2019
Q1 | – | Sell |
-4,920
| Closed | -$367K | – | 114 |
|
|
2018
Q4 | $367K | Buy |
+4,920
| New | +$367K | 0.06% | 107 |
|