Integrated Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.4M Sell
2016
Q4
$1.47M Buy
2016
Q3
$1.22M Buy
2016
Q2
$980K Sell
2016
Q1
$942K Buy
2015
Q4
$629K Sell
2015
Q3
$620K Sell
2015
Q2
$615K Buy
2015
Q1
$635K Buy