Heartwood 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 |
-28,677
| Closed | -$2.44M | – | 91 |
|
|
2020
Q4 | $2.44M | Buy |
28,677
+604
| +2% | +$51.3K | 0.39% | 34 |
|
|
2020
Q3 | $2.22M | Buy |
28,073
+21
| +0.1% | +$1.66K | 0.42% | 31 |
|
|
2020
Q2 | $2.2M | Sell |
28,052
-45
| -0.2% | -$3.53K | 0.44% | 29 |
|
|
2020
Q1 | $1.96M | Sell |
28,097
-1,276
| -4% | -$89.1K | 0.47% | 28 |
|
|
2019
Q4 | $2.73M | Buy |
+29,373
| New | +$2.73M | 0.52% | 30 |
|