High Net Worth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-527
| Closed | -$43.5K | – | 564 |
|
|
2022
Q4 | $43.5K | Hold |
527
| – | – | 0.02% | 349 |
|
|
2022
Q3 | $42K | Hold |
527
| – | – | 0.02% | 358 |
|
|
2022
Q2 | $48K | Hold |
527
| – | – | 0.02% | 330 |
|
|
2022
Q1 | $57K | Hold |
527
| – | – | 0.02% | 323 |
|
|
2021
Q4 | $61K | Buy |
+527
| New | +$61K | 0.02% | 325 |
|