Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $277K | Buy |
3,310
+24
| +0.7% | +$2.01K | 0.15% | 127 |
|
|
2024
Q1 | $284K | Hold |
3,286
| – | – | 0.14% | 128 |
|
|
2023
Q4 | $290K | Buy |
+3,286
| New | +$290K | 0.16% | 123 |
|
|
2022
Q4 | $556K | Buy |
6,743
+3,384
| +101% | +$279K | 0.08% | 193 |
|
|
2022
Q3 | $269K | Buy |
3,359
+16
| +0.5% | +$1.28K | 0.09% | 171 |
|
|
2022
Q2 | $305K | Buy |
3,343
+17
| +0.5% | +$1.55K | 0.1% | 151 |
|
|
2022
Q1 | $360K | Buy |
+3,326
| New | +$360K | 0.1% | 166 |
|
|
2021
Q3 | $277K | Buy |
2,720
+16
| +0.6% | +$1.63K | 0.1% | 165 |
|
|
2021
Q2 | $275K | Buy |
2,704
+18
| +0.7% | +$1.83K | 0.1% | 170 |
|
|
2021
Q1 | $247K | Buy |
+2,686
| New | +$247K | 0.14% | 130 |
|