IWAG
Integer Wealth Advisors Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,661
| Closed | -$219K | – | 84 |
|
|
2020
Q4 | $219K | Sell |
2,661
-151
| -5% | -$12.4K | 0.14% | 73 |
|
|
2020
Q3 | $222K | Hold |
2,812
| – | – | 0.2% | 66 |
|
|
2020
Q2 | $219K | Hold |
2,812
| – | – | 0.22% | 63 |
|
|
2020
Q1 | $211K | Sell |
2,812
-1,290
| -31% | -$96.8K | 0.24% | 61 |
|
|
2019
Q4 | $391K | Buy |
+4,102
| New | +$391K | 0.39% | 42 |
|