InterOcean Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.8M | Buy |
32,348
+9,543
| +42% | +$825K | 0.07% | 134 |
|
|
2023
Q4 | $2.02M | Buy |
+22,805
| New | +$2.02M | 0.05% | 153 |
|
|
2023
Q3 | – | Sell |
-2,859
| Closed | -$239K | – | 470 |
|
|
2023
Q2 | $239K | Buy |
+2,859
| New | +$239K | 0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-3,830
| Closed | -$325K | – | 255 |
|
|
2020
Q4 | $325K | Buy |
+3,830
| New | +$325K | 0.02% | 169 |
|