Independence 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
Q3 | $1.24M | Sell |
15,698
-291
| -2% | -$23K | 0.27% | 33 |
|
|
2020
Q2 | $1.26M | Sell |
15,989
-1,490
| -9% | -$117K | 0.29% | 32 |
|
|
2020
Q1 | $1.22M | Buy |
17,479
+2,328
| +15% | +$163K | 0.34% | 31 |
|
|
2019
Q4 | $1.41M | Sell |
15,151
-11
| -0.1% | -$1.02K | 0.34% | 32 |
|
|
2019
Q3 | $1.41M | Sell |
15,162
-30
| -0.2% | -$2.8K | 0.34% | 31 |
|
|
2019
Q2 | $1.33M | Sell |
15,192
-3
| -0% | -$262 | 0.34% | 31 |
|
|
2019
Q1 | $1.32M | Sell |
15,195
-184
| -1% | -$16K | 0.37% | 30 |
|
|
2018
Q4 | $1.15M | Buy |
15,379
+1,835
| +14% | +$137K | 0.38% | 29 |
|
|
2018
Q3 | $1.09M | Sell |
13,544
-42
| -0.3% | -$3.39K | 0.33% | 32 |
|
|
2018
Q2 | $1.11M | Sell |
13,586
-407
| -3% | -$33.2K | 0.35% | 31 |
|
|
2018
Q1 | $1.06M | Buy |
13,993
+7,101
| +103% | +$536K | 0.35% | 32 |
|
|
2017
Q4 | $572K | Buy |
6,892
+225
| +3% | +$18.7K | 0.19% | 40 |
|
|
2017
Q3 | $554K | Hold |
6,667
| – | – | 0.22% | 34 |
|
|
2017
Q2 | $555K | Sell |
6,667
-80
| -1% | -$6.66K | 0.22% | 39 |
|
|
2017
Q1 | $557K | Sell |
6,747
-188
| -3% | -$15.5K | 0.23% | 36 |
|
|
2016
Q4 | $572K | Buy |
6,935
+202
| +3% | +$16.7K | 0.25% | 37 |
|
|
2016
Q3 | $584K | Hold |
6,733
| – | – | 0.27% | 34 |
|
|
2016
Q2 | $597K | Buy |
+6,733
| New | +$597K | 0.31% | 27 |
|