IFS
Intelligent Financial Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-948
| Closed | -$78.7K | – | 93 |
|
|
2023
Q1 | $78.7K | Sell |
948
-5,191
| -85% | -$431K | 0.06% | 54 |
|
|
2022
Q4 | $506K | Sell |
6,139
-2,551
| -29% | -$210K | 0.43% | 32 |
|
|
2022
Q3 | $697K | Buy |
8,690
+1
| +0% | +$80 | 0.73% | 30 |
|
|
2022
Q2 | $792K | Buy |
+8,689
| New | +$792K | 0.8% | 27 |
|