Foster Dykema Cabot & Co’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
Q3 | $25K | Hold |
333
| – | – | ﹤0.01% | 193 |
|
2023
Q2 | $28K | Hold |
333
| – | – | ﹤0.01% | 191 |
|
2023
Q1 | $28K | Buy |
+333
| New | +$28K | ﹤0.01% | 170 |
|
2017
Q2 | – | Sell |
-2,700
| Closed | -$223K | – | 109 |
|
2017
Q1 | $223K | Hold |
2,700
| – | – | 0.04% | 100 |
|
2016
Q4 | $223K | Hold |
2,700
| – | – | 0.04% | 101 |
|
2016
Q3 | $234K | Hold |
2,700
| – | – | 0.05% | 103 |
|
2016
Q2 | $239K | Buy |
+2,700
| New | +$239K | 0.06% | 84 |
|