Greystone 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
2022
Q3
Sell
-8,012
Closed -$730K 86
2022
Q2
$730K Buy
8,012
+1,746
+28% +$159K 0.23% 63
2022
Q1
$679K Sell
6,266
-1,698
-21% -$184K 0.17% 79
2021
Q4
$924K Sell
7,964
-3,287
-29% -$381K 0.22% 74
2021
Q3
$1.15M Sell
11,251
-4,525
-29% -$461K 0.34% 53
2021
Q2
$1.61M Buy
+15,776
New +$1.61M 0.4% 52