Foresight Wealth Management’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
Q3 | – | Sell |
-2,695
| Closed | -$212K | – | 102 |
|
|
2020
Q2 | $212K | Sell |
2,695
-1,069
| -28% | -$84.1K | 0.1% | 83 |
|
|
2020
Q1 | $263K | Buy |
3,764
+950
| +34% | +$66.4K | 0.18% | 68 |
|
|
2019
Q4 | $261K | Sell |
2,814
-1,658
| -37% | -$154K | 0.16% | 76 |
|
|
2019
Q3 | $417K | Sell |
4,472
-404
| -8% | -$37.7K | 0.3% | 57 |
|
|
2019
Q2 | $426K | Sell |
4,876
-4,683
| -49% | -$409K | 0.32% | 60 |
|
|
2019
Q1 | $831K | Sell |
9,559
-3,515
| -27% | -$306K | 0.72% | 37 |
|
|
2018
Q4 | $975K | Buy |
+13,074
| New | +$975K | 1.04% | 24 |
|