HF
Halpern Financial’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-74
| Closed | -$6.22K | – | 247 |
|
|
2024
Q1 | $6.22K | Sell |
74
-308
| -81% | -$25.9K | ﹤0.01% | 176 |
|
|
2023
Q4 | $33.2K | Buy |
+382
| New | +$33.2K | 0.01% | 114 |
|
|
2023
Q2 | – | Sell |
-10,297
| Closed | -$855K | – | 266 |
|
|
2023
Q1 | $855K | Sell |
10,297
-719
| -7% | -$59.7K | 0.31% | 25 |
|
|
2022
Q4 | $909K | Hold |
11,016
| – | – | 0.33% | 26 |
|
|
2022
Q3 | $883K | Hold |
11,016
| – | – | 0.35% | 26 |
|
|
2022
Q2 | $1M | Sell |
11,016
-702
| -6% | -$64K | 0.39% | 25 |
|
|
2022
Q1 | $1.27M | Buy |
+11,718
| New | +$1.27M | 0.47% | 23 |
|
|
2021
Q4 | – | Sell |
-146
| Closed | -$14.9K | – | 302 |
|
|
2021
Q3 | $14.9K | Buy |
+146
| New | +$14.9K | 0.01% | 143 |
|