Fusion Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-115
Closed -$11K 99
2021
Q1
$11K Hold
115
﹤0.01% 84
2020
Q4
$10K Hold
115
﹤0.01% 77
2020
Q3
$9K Hold
115
﹤0.01% 81
2020
Q2
$9K Hold
115
﹤0.01% 84
2020
Q1
$8K Hold
115
﹤0.01% 94
2019
Q4
$11K Hold
115
﹤0.01% 97
2019
Q3
$10K Hold
115
﹤0.01% 104
2019
Q2
$10K Hold
115
﹤0.01% 119
2019
Q1
$10K Hold
115
﹤0.01% 108
2018
Q4
$9K Hold
115
﹤0.01% 187
2018
Q3
$9K Sell
115
-720
-86% -$59.3K ﹤0.01% 197
2018
Q2
$68K Hold
835
0.02% 111
2018
Q1
$63K Sell
835
-350
-30% -$26.8K 0.02% 104
2017
Q4
$98K Sell
1,185
-330
-22% -$27.7K 0.02% 95
2017
Q3
$126K Sell
1,515
-25
-2% -$2.09K 0.04% 62
2017
Q2
$128K Hold
1,540
0.04% 88
2017
Q1
$127K Buy
+1,540
New +$128K 0.05% 87

Other funds holding VNQ