Fountainhead AM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$208K | – | 148 |
|
|
2024
Q1 | $208K | Buy |
2,400
+126
| +6% | +$10.9K | 0.05% | 125 |
|
|
2023
Q4 | $201K | Buy |
+2,274
| New | +$201K | 0.06% | 112 |
|
|
2022
Q3 | – | Sell |
-2,259
| Closed | -$206K | – | 82 |
|
|
2022
Q2 | $206K | Buy |
2,259
+304
| +16% | +$27.7K | 0.11% | 63 |
|
|
2022
Q1 | $212K | Buy |
1,955
+27
| +1% | +$2.93K | 0.09% | 68 |
|
|
2021
Q4 | $224K | Buy |
+1,928
| New | +$224K | 0.1% | 69 |
|