Gupta Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $877K | Sell |
10,464
-1,013
| -9% | -$84.9K | 0.21% | 101 |
|
|
2015
Q4 | $915K | Buy |
11,477
+8,913
| +348% | +$711K | 0.23% | 94 |
|
|
2015
Q3 | $194K | Buy |
2,564
+184
| +8% | +$13.9K | 0.05% | 254 |
|
|
2015
Q2 | $178K | Sell |
2,380
-679
| -22% | -$50.8K | 0.04% | 271 |
|
|
2015
Q1 | $258K | Buy |
+3,059
| New | +$258K | 0.08% | 193 |
|