First National Bank of Mount Dora’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 |
-2,477
| Closed | -$206K | – | 143 |
|
|
2023
Q1 | $206K | Buy |
+2,477
| New | +$206K | 0.06% | 122 |
|
|
2022
Q2 | – | Sell |
-2,001
| Closed | -$216K | – | 138 |
|
|
2022
Q1 | $216K | Hold |
2,001
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $232K | Hold |
2,001
| – | – | 0.07% | 111 |
|
|
2021
Q3 | $204K | Hold |
2,001
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $204K | Buy |
+2,001
| New | +$204K | 0.07% | 109 |
|