JWM
Jacobus Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $126K | Hold |
1,514
| – | – | 0.03% | 194 |
|
|
2017
Q2 | $126K | Buy |
+1,514
| New | +$126K | 0.03% | 195 |
|
|
2016
Q4 | – | Sell |
-4,802
| Closed | -$417K | – | 223 |
|
|
2016
Q3 | $417K | Hold |
4,802
| – | – | 0.12% | 121 |
|
|
2016
Q2 | $426K | Hold |
4,802
| – | – | 0.13% | 113 |
|
|
2016
Q1 | $402K | Sell |
4,802
-624
| -12% | -$52.2K | 0.12% | 140 |
|
|
2015
Q4 | $433K | Sell |
5,426
-1,290
| -19% | -$103K | 0.12% | 136 |
|
|
2015
Q3 | $507K | Hold |
6,716
| – | – | 0.15% | 115 |
|
|
2015
Q2 | $502K | Buy |
6,716
+1,914
| +40% | +$143K | 0.12% | 130 |
|
|
2015
Q1 | $405K | Buy |
+4,802
| New | +$405K | 0.1% | 145 |
|