HCR Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-176
| Closed | -$15K | – | 277 |
|
|
2020
Q4 | $15K | Sell |
176
-30
| -15% | -$2.56K | ﹤0.01% | 242 |
|
|
2020
Q3 | $16K | Sell |
206
-223
| -52% | -$17.3K | ﹤0.01% | 215 |
|
|
2020
Q2 | $34K | Sell |
429
-57
| -12% | -$4.52K | 0.01% | 189 |
|
|
2020
Q1 | $34K | Buy |
486
+92
| +23% | +$6.44K | 0.01% | 181 |
|
|
2019
Q4 | $37K | Buy |
+394
| New | +$37K | 0.01% | 186 |
|