Interactive Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,967
| Closed | -$162K | – | 158 |
|
|
2022
Q4 | $162K | Sell |
1,967
-7
| -0.4% | -$580 | 0.1% | 99 |
|
|
2022
Q3 | $158K | Sell |
1,974
-2,489
| -56% | -$233K | 0.09% | 95 |
|
|
2022
Q2 | $457K | Sell |
4,463
-4,005
| -47% | -$399K | 0.23% | 50 |
|
|
2022
Q1 | $1.03M | Sell |
8,468
-35,746
| -81% | -$3.78M | 0.48% | 39 |
|
|
2021
Q4 | $5.13M | Buy |
44,214
+1,662
| +4% | +$182K | 1.96% | 15 |
|
|
2021
Q3 | $4.33M | Buy |
42,552
+39,912
| +1,512% | +$4.23M | 1.89% | 18 |
|
|
2021
Q2 | $269K | Sell |
2,640
-1,673
| -39% | -$166K | 0.11% | 78 |
|
|
2021
Q1 | $396K | Buy |
4,313
+163
| +4% | +$14.3K | 0.17% | 61 |
|
|
2020
Q4 | $352K | Sell |
4,150
-122
| -3% | -$10.1K | 0.16% | 61 |
|
|
2020
Q3 | $337K | Sell |
4,272
-56
| -1% | -$4.5K | 0.17% | 53 |
|
|
2020
Q2 | $340K | Buy |
4,328
+3,489
| +416% | +$265K | 0.17% | 49 |
|
|
2020
Q1 | $59K | Sell |
839
-1,613
| -66% | -$142K | 0.05% | 65 |
|
|
2019
Q4 | $228K | Sell |
2,452
-65,697
| -96% | -$6.08M | 0.1% | 72 |
|
|
2019
Q3 | $6.36M | Sell |
68,149
-237
| -0.3% | -$21.5K | 2.92% | 10 |
|
|
2019
Q2 | $5.98M | Sell |
68,386
-4,072
| -6% | -$356K | 2.74% | 12 |
|
|
2019
Q1 | $6.3M | Sell |
72,458
-3,977
| -5% | -$329K | 3.03% | 13 |
|
|
2018
Q4 | $5.7M | Sell |
76,435
-5,086
| -6% | -$401K | 2.95% | 13 |
|
|
2018
Q3 | $6.58M | Buy |
81,521
+78,412
| +2,522% | +$6.46M | 3.13% | 11 |
|
|
2018
Q2 | $253K | Sell |
3,109
-302
| -9% | -$23.4K | 0.12% | 64 |
|
|
2018
Q1 | $257K | Sell |
3,411
-1,320
| -28% | -$101K | 0.12% | 60 |
|
|
2017
Q4 | $393K | Buy |
4,731
+1,277
| +37% | +$107K | 0.17% | 49 |
|
|
2017
Q3 | $287K | Sell |
3,454
-1,217
| -26% | -$102K | 0.13% | 55 |
|
|
2017
Q2 | $389K | Buy |
4,671
+399
| +9% | +$33.3K | 0.18% | 51 |
|
|
2017
Q1 | $353K | Buy |
4,272
+190
| +5% | +$15.8K | 0.17% | 54 |
|
|
2016
Q4 | $337K | Buy |
4,082
+690
| +20% | +$56.2K | 0.17% | 54 |
|
|
2016
Q3 | $294K | Buy |
3,392
+367
| +12% | +$32.7K | 0.15% | 54 |
|
|
2016
Q2 | $268K | Sell |
3,025
-51,431
| -94% | -$4.32M | 0.14% | 52 |
|
|
2016
Q1 | $4.56M | Buy |
54,456
+2,465
| +5% | +$192K | 2.8% | 13 |
|
|
2015
Q4 | $4.14M | Buy |
51,991
+49,797
| +2,270% | +$3.94M | 2.4% | 13 |
|
|
2015
Q3 | $166K | Sell |
2,194
-797
| -27% | -$61.2K | 0.09% | 47 |
|
|
2015
Q2 | $223K | Sell |
2,991
-33,267
| -92% | -$2.66M | 0.12% | 50 |
|
|
2015
Q1 | $3.06M | Buy |
36,258
+13,790
| +61% | +$1.17M | 1.64% | 14 |
|
|
2014
Q4 | $1.82M | Buy |
22,468
+19,188
| +585% | +$1.51M | 1% | 21 |
|
|
2014
Q3 | $236K | Buy |
3,280
+144
| +5% | +$10.9K | 0.13% | 48 |
|
|
2014
Q2 | $235K | Buy |
3,136
+246
| +9% | +$18.1K | 0.13% | 43 |
|
|
2014
Q1 | $204K | Buy |
+2,890
| New | +$198K | 0.12% | 41 |
|
Other funds holding VNQ
Interactive Financial Advisors's VNQ Position: Q1 2023 in Review
Interactive Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 1,967 shares — an estimated $162K sold.
Interactive Financial Advisors first reported a position in VNQ in Q1 2014 and held it in 36 quarters. The position peaked at $6.58M in Q3 2018. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.
- Interactive Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
- Interactive Financial Advisors sold 1,967 Vanguard Real Estate ETF shares in Q1 2023, an estimated $162K.
- Interactive Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2014 and held it in 36 quarters.
- Interactive Financial Advisors's Vanguard Real Estate ETF position peaked at $6.58M in Q3 2018.
- 1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.
Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.