Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.03M | Sell |
14,791
-2,470
| -14% | -$173K | 0.39% | 30 |
|
|
2019
Q4 | $1.6M | Sell |
17,261
-101
| -0.6% | -$9.37K | 0.56% | 25 |
|
|
2019
Q3 | $1.62M | Sell |
17,362
-569
| -3% | -$53.1K | 0.63% | 24 |
|
|
2019
Q2 | $1.57M | Sell |
17,931
-90
| -0.5% | -$7.87K | 0.68% | 18 |
|
|
2019
Q1 | $1.57M | Buy |
18,021
+2,779
| +18% | +$241K | 0.76% | 16 |
|
|
2018
Q4 | $1.14M | Sell |
15,242
-2,916
| -16% | -$218K | 0.62% | 23 |
|
|
2018
Q3 | $1.47M | Sell |
18,158
-102
| -0.6% | -$8.23K | 1.12% | 16 |
|
|
2018
Q2 | $1.49M | Buy |
18,260
+309
| +2% | +$25.2K | 1.36% | 13 |
|
|
2018
Q1 | $1.36M | Sell |
17,951
-1,640
| -8% | -$124K | 1.33% | 15 |
|
|
2017
Q4 | $1.63M | Buy |
+19,591
| New | +$1.63M | 1.79% | 9 |
|