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 |
|