JWM
Jackson Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,874
| Closed | -$2.91M | – | 122 |
|
|
2022
Q1 | $2.91M | Buy |
+26,874
| New | +$2.91M | 0.4% | 63 |
|
|
2016
Q4 | – | Sell |
-13,412
| Closed | -$1.12M | – | 76 |
|
|
2016
Q3 | $1.12M | Buy |
13,412
+398
| +3% | +$33.4K | 0.43% | 55 |
|
|
2016
Q2 | $1.15M | Buy |
+13,014
| New | +$1.15M | 0.43% | 58 |
|
|
2015
Q1 | – | Sell |
-44,944
| Closed | -$3.64M | – | 139 |
|
|
2014
Q4 | $3.64M | Buy |
+44,944
| New | +$3.64M | 1.19% | 22 |
|