Gitterman Wealth Management’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
Q1 | – | Sell |
-2,774
| Closed | -$229K | – | 112 |
|
|
2022
Q4 | $229K | Sell |
2,774
-1,145
| -29% | -$94.4K | 0.11% | 58 |
|
|
2022
Q3 | $314K | Sell |
3,919
-4,148
| -51% | -$332K | 0.32% | 37 |
|
|
2022
Q2 | $733K | Sell |
8,067
-1,913
| -19% | -$174K | 0.69% | 18 |
|
|
2022
Q1 | $1.08M | Sell |
9,980
-2,350
| -19% | -$255K | 0.87% | 16 |
|
|
2021
Q4 | $1.43M | Sell |
12,330
-4,195
| -25% | -$487K | 1.06% | 15 |
|
|
2021
Q3 | $1.68M | Sell |
16,525
-3,168
| -16% | -$322K | 1.35% | 10 |
|
|
2021
Q2 | $2.01M | Sell |
19,693
-39,609
| -67% | -$4.03M | 1.62% | 9 |
|
|
2021
Q1 | $5.45M | Buy |
+59,302
| New | +$5.45M | 3.51% | 6 |
|