GA
Geller Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,085
| Closed | -$288K | – | 73 |
|
|
2019
Q3 | $288K | Buy |
+3,085
| New | +$288K | 0.1% | 42 |
|
|
2015
Q1 | – | Sell |
-50,769
| Closed | -$4.11M | – | 44 |
|
|
2014
Q4 | $4.11M | Buy |
50,769
+18,116
| +55% | +$1.47M | 2.38% | 5 |
|
|
2014
Q3 | $2.35M | Buy |
+32,653
| New | +$2.35M | 1.32% | 8 |
|