Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.4M | Sell |
16,910
-878
| -5% | -$72.5K | 0.47% | 63 |
|
|
2016
Q4 | $1.47M | Buy |
17,788
+3,755
| +27% | +$310K | 0.55% | 54 |
|
|
2016
Q3 | $1.22M | Buy |
14,033
+2,980
| +27% | +$258K | 0.44% | 62 |
|
|
2016
Q2 | $980K | Sell |
11,053
-186
| -2% | -$16.5K | 0.38% | 63 |
|
|
2016
Q1 | $942K | Buy |
11,239
+3,348
| +42% | +$281K | 0.4% | 62 |
|
|
2015
Q4 | $629K | Sell |
7,891
-318
| -4% | -$25.3K | 0.27% | 83 |
|
|
2015
Q3 | $620K | Sell |
8,209
-27
| -0.3% | -$2.04K | 0.27% | 80 |
|
|
2015
Q2 | $615K | Buy |
8,236
+702
| +9% | +$52.4K | 0.24% | 88 |
|
|
2015
Q1 | $635K | Buy |
+7,534
| New | +$635K | 0.27% | 88 |
|