HFA
Highland Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,419
| Closed | -$469K | – | 58 |
|
|
2024
Q1 | $469K | Sell |
5,419
-53,806
| -91% | -$4.66M | 0.19% | 34 |
|
|
2023
Q4 | $5.23M | Buy |
59,225
+2,596
| +5% | +$229K | 2.27% | 14 |
|
|
2023
Q3 | $4.29M | Buy |
56,629
+1,756
| +3% | +$133K | 2.22% | 15 |
|
|
2023
Q2 | $4.59M | Buy |
54,873
+3,596
| +7% | +$300K | 2.36% | 15 |
|
|
2023
Q1 | $4.26M | Buy |
51,277
+1,110
| +2% | +$92.2K | 2.31% | 16 |
|
|
2022
Q4 | $4.14M | Buy |
50,167
+5,171
| +11% | +$427K | 2.44% | 13 |
|
|
2022
Q3 | $3.61M | Sell |
44,996
-879
| -2% | -$70.5K | 2.5% | 15 |
|
|
2022
Q2 | $4.18M | Buy |
+45,875
| New | +$4.18M | 2.86% | 14 |
|