HFM
Hartford Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-700
| Closed | -$52K | – | 391 |
|
|
2018
Q4 | $52K | Sell |
700
-317
| -31% | -$23.5K | 0.02% | 209 |
|
|
2018
Q3 | $82K | Hold |
1,017
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $83K | Buy |
1,017
+182
| +22% | +$14.9K | 0.03% | 204 |
|
|
2018
Q1 | $63K | Sell |
835
-10,757
| -93% | -$812K | 0.03% | 170 |
|
|
2017
Q4 | $961K | Sell |
11,592
-1,627
| -12% | -$135K | 0.47% | 62 |
|
|
2017
Q3 | $1.1M | Sell |
13,219
-895
| -6% | -$74.3K | 0.56% | 56 |
|
|
2017
Q2 | $1.17M | Sell |
14,114
-1,749
| -11% | -$145K | 0.53% | 64 |
|
|
2017
Q1 | $1.31M | Sell |
15,863
-399
| -2% | -$33K | 0.79% | 42 |
|
|
2016
Q4 | $1.34M | Sell |
16,262
-4,170
| -20% | -$344K | 0.8% | 43 |
|
|
2016
Q3 | $1.77M | Buy |
20,432
+225
| +1% | +$19.5K | 1.08% | 35 |
|
|
2016
Q2 | $1.79M | Buy |
20,207
+602
| +3% | +$53.4K | 1.08% | 34 |
|
|
2016
Q1 | $1.64M | Sell |
19,605
-3,091
| -14% | -$259K | 1.02% | 38 |
|
|
2015
Q4 | $1.81M | Sell |
22,696
-1,949
| -8% | -$155K | 1.13% | 31 |
|
|
2015
Q3 | $1.86M | Buy |
24,645
+2,615
| +12% | +$197K | 1.24% | 28 |
|
|
2015
Q2 | $1.65M | Buy |
22,030
+1,062
| +5% | +$79.3K | 0.96% | 41 |
|
|
2015
Q1 | $1.77M | Buy |
+20,968
| New | +$1.77M | 1.09% | 38 |
|