GWA
Guidant Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.1M | Buy |
69,953
+5,141
| +8% | +$301K | 1.52% | 22 |
|
|
2019
Q2 | $3.82M | Buy |
64,812
+1,929
| +3% | +$114K | 1.48% | 20 |
|
|
2019
Q1 | $3.75M | Buy |
62,883
+4,514
| +8% | +$269K | 1.46% | 20 |
|
|
2018
Q4 | $3.06M | Sell |
58,369
-150
| -0.3% | -$7.86K | 1.43% | 21 |
|
|
2018
Q3 | $3.28M | Buy |
58,519
+3,902
| +7% | +$219K | 1.37% | 19 |
|
|
2018
Q2 | $3.14M | Buy |
54,617
+253
| +0.5% | +$14.6K | 1.37% | 19 |
|
|
2018
Q1 | $3.27M | Buy |
54,364
+3,541
| +7% | +$213K | 1.48% | 19 |
|
|
2017
Q4 | $3.19M | Buy |
50,823
+2,325
| +5% | +$146K | 1.43% | 19 |
|
|
2017
Q3 | $2.88M | Buy |
48,498
+926
| +2% | +$55K | 2.05% | 14 |
|
|
2017
Q2 | $2.65M | Buy |
47,572
+28
| +0.1% | +$1.56K | 1.37% | 26 |
|
|
2017
Q1 | $2.55M | Buy |
47,544
+6,734
| +17% | +$361K | 1.34% | 26 |
|
|
2016
Q4 | $2.09M | Buy |
40,810
+2,496
| +7% | +$128K | 1.18% | 31 |
|
|
2016
Q3 | $2.11M | Buy |
+38,314
| New | +$2.11M | 1.3% | 25 |
|