Fortem Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,726
| Closed | -$316K | – | 177 |
|
|
2021
Q4 | $316K | Hold |
2,726
| – | – | 0.14% | 142 |
|
|
2021
Q3 | $277K | Sell |
2,726
-69
| -2% | -$7.01K | 0.14% | 144 |
|
|
2021
Q2 | $285K | Sell |
2,795
-1,033
| -27% | -$105K | 0.14% | 150 |
|
|
2021
Q1 | $352K | Sell |
3,828
-134
| -3% | -$12.3K | 0.2% | 125 |
|
|
2020
Q4 | $336K | Hold |
3,962
| – | – | 0.2% | 118 |
|
|
2020
Q3 | $313K | Sell |
3,962
-26,172
| -87% | -$2.07M | 0.23% | 112 |
|
|
2020
Q2 | $2.37M | Sell |
30,134
-4,629
| -13% | -$363K | 1.83% | 9 |
|
|
2020
Q1 | $2.43M | Buy |
+34,763
| New | +$2.43M | 2.21% | 6 |
|