Householder Group Estate & Retirement Specialist’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
Q4 | $0 | Sell |
6
-425
| -99% | – | ﹤0.01% | 1204 |
|
2024
Q3 | $42K | Buy |
431
+3
| +0.7% | +$292 | 0.01% | 514 |
|
2024
Q2 | $35K | Sell |
428
-498
| -54% | -$40.7K | 0.01% | 555 |
|
2024
Q1 | $80.1K | Buy |
926
+32
| +4% | +$2.77K | 0.02% | 388 |
|
2023
Q4 | $79K | Sell |
894
-820
| -48% | -$72.5K | 0.03% | 377 |
|
2023
Q3 | $130K | Buy |
+1,714
| New | +$130K | 0.05% | 272 |
|
2023
Q1 | $167K | Buy |
+2,005
| New | +$167K | 0.06% | 220 |
|
2022
Q4 | – | Sell |
-3,410
| Closed | -$273K | – | 1127 |
|
2022
Q3 | $273K | Sell |
3,410
-5,693
| -63% | -$456K | 0.11% | 163 |
|
2022
Q2 | $829K | Sell |
9,103
-1,728
| -16% | -$157K | 0.37% | 61 |
|
2022
Q1 | $1.17M | Sell |
10,831
-212
| -2% | -$23K | 0.47% | 52 |
|
2021
Q4 | $1.28M | Buy |
+11,043
| New | +$1.28M | 0.48% | 58 |
|