Holistic Financial Partners’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 |
-2,380
| Closed | -$202K | – | 113 |
|
|
2020
Q4 | $202K | Buy |
+2,380
| New | +$202K | 0.14% | 98 |
|
|
2020
Q1 | – | Sell |
-2,225
| Closed | -$206K | – | 112 |
|
|
2019
Q4 | $206K | Hold |
2,225
| – | – | 0.12% | 105 |
|
|
2019
Q3 | $208K | Buy |
+2,225
| New | +$208K | 0.18% | 73 |
|
|
2018
Q2 | – | Sell |
-2,232
| Closed | -$168K | – | 360 |
|
|
2018
Q1 | $168K | Buy |
2,232
+7
| +0.3% | +$527 | 0.14% | 78 |
|
|
2017
Q4 | $185K | Buy |
+2,225
| New | +$185K | 0.15% | 77 |
|