Homrich & Berg’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
Q3
$1.18M Buy
11,555
+232
+2% +$23.6K 0.03% 204
2021
Q2
$1.15M Buy
11,323
+789
+7% +$80.3K 0.03% 198
2021
Q1
$968K Sell
10,534
-94
-0.9% -$8.64K 0.03% 206
2020
Q4
$903K Buy
+10,628
New +$903K 0.03% 208
2015
Q3
Sell
-4,099
Closed -$306K 277
2015
Q2
$306K Sell
4,099
-537
-12% -$40.1K 0.03% 201
2015
Q1
$391K Buy
+4,636
New +$391K 0.04% 168