GWA
Guidant Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.83M | Buy |
41,023
+2,247
| +6% | +$210K | 1.42% | 23 |
|
|
2019
Q2 | $3.39M | Buy |
38,776
+384
| +1% | +$33.6K | 1.31% | 25 |
|
|
2019
Q1 | $3.34M | Buy |
38,392
+3,504
| +10% | +$305K | 1.3% | 25 |
|
|
2018
Q4 | $2.6M | Sell |
34,888
-4,141
| -11% | -$309K | 1.21% | 28 |
|
|
2018
Q3 | $3.12M | Buy |
39,029
+1,229
| +3% | +$98.2K | 1.3% | 20 |
|
|
2018
Q2 | $3.06M | Buy |
37,800
+2,476
| +7% | +$201K | 1.33% | 20 |
|
|
2018
Q1 | $2.63M | Buy |
35,324
+4,810
| +16% | +$358K | 1.19% | 20 |
|
|
2017
Q4 | $2.49M | Buy |
30,514
+953
| +3% | +$77.6K | 1.11% | 20 |
|
|
2017
Q3 | $2.47M | Buy |
29,561
+648
| +2% | +$54.1K | 1.75% | 17 |
|
|
2017
Q2 | $2.35M | Buy |
28,913
+527
| +2% | +$42.8K | 1.21% | 27 |
|
|
2017
Q1 | $2.35M | Buy |
28,386
+1,226
| +5% | +$102K | 1.24% | 27 |
|
|
2016
Q4 | $2.24M | Buy |
27,160
+3,359
| +14% | +$277K | 1.27% | 30 |
|
|
2016
Q3 | $2M | Buy |
+23,801
| New | +$2M | 1.23% | 26 |
|