Goldstone Financial Group’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
-2,291
Closed -$202K 175
2023
Q4
$202K Sell
2,291
-6,661
-74% -$588K 0.05% 158
2023
Q3
$677K Buy
8,952
+1,311
+17% +$99.2K 0.2% 92
2023
Q2
$639K Sell
7,641
-833
-10% -$69.6K 0.19% 87
2023
Q1
$704K Buy
+8,474
New +$704K 0.23% 71