Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-28
| Closed | -$2.47K | – | 426 |
|
|
2023
Q4 | $2.47K | Hold |
28
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $2.12K | Hold |
28
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $2.34K | Buy |
+28
| New | +$2.34K | ﹤0.01% | 382 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$8K | – | 467 |
|
|
2022
Q2 | $8K | Sell |
85
-56
| -40% | -$5.27K | ﹤0.01% | 306 |
|
|
2022
Q1 | $15K | Buy |
141
+4
| +3% | +$426 | ﹤0.01% | 283 |
|
|
2021
Q4 | $16K | Hold |
137
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $14K | Buy |
137
+73
| +114% | +$7.46K | ﹤0.01% | 287 |
|
|
2021
Q2 | $7K | Hold |
64
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 340 |
|
|
2020
Q3 | $5K | Sell |
64
-348
| -84% | -$27.2K | ﹤0.01% | 338 |
|
|
2020
Q2 | $32K | Buy |
412
+59
| +17% | +$4.58K | 0.01% | 227 |
|
|
2020
Q1 | $25K | Buy |
353
+5
| +1% | +$354 | 0.01% | 235 |
|
|
2019
Q4 | $32K | Hold |
348
| – | – | 0.01% | 220 |
|
|
2019
Q3 | $32K | Hold |
348
| – | – | 0.01% | 208 |
|
|
2019
Q2 | $30K | Sell |
348
-252
| -42% | -$21.7K | 0.01% | 221 |
|
|
2019
Q1 | $52K | Buy |
600
+200
| +50% | +$17.3K | 0.03% | 200 |
|
|
2018
Q4 | $30K | Buy |
+400
| New | +$30K | 0.02% | 256 |
|