Ground Swell Capital’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
Q2 | – | Sell |
-3,531
| Closed | -$305K | – | 217 |
|
|
2024
Q1 | $305K | Buy |
+3,531
| New | +$305K | 0.28% | 26 |
|
|
2023
Q4 | – | Sell |
-8,472
| Closed | -$641K | – | 128 |
|
|
2023
Q3 | $641K | Buy |
+8,472
| New | +$641K | 1.05% | 9 |
|
|
2021
Q2 | – | Sell |
-5,360
| Closed | -$492K | – | 148 |
|
|
2021
Q1 | $492K | Buy |
5,360
+2,114
| +65% | +$194K | 1.59% | 14 |
|
|
2020
Q4 | $276K | Buy |
+3,246
| New | +$276K | 1.06% | 26 |
|