Johanson Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-80,795
| Closed | -$870K | – | 240 |
|
|
2019
Q4 | $870K | Buy |
+80,795
| New | +$870K | 0.04% | 152 |
|
|
2018
Q1 | – | Sell |
-3,123
| Closed | -$261K | – | 85 |
|
|
2017
Q4 | $261K | Sell |
3,123
-4,811
| -61% | -$402K | 0.17% | 77 |
|
|
2017
Q3 | $659K | Sell |
7,934
-4,798
| -38% | -$399K | 0.48% | 48 |
|
|
2017
Q2 | $1.06M | Sell |
12,732
-1,329
| -9% | -$111K | 0.86% | 31 |
|
|
2017
Q1 | $1.16M | Buy |
+14,061
| New | +$1.16M | 1.03% | 27 |
|
|
2016
Q4 | – | Sell |
-15,412
| Closed | -$1.34M | – | 67 |
|
|
2016
Q3 | $1.34M | Buy |
15,412
+670
| +5% | +$58.2K | 1.44% | 21 |
|
|
2016
Q2 | $1.31M | Sell |
14,742
-228
| -2% | -$20.2K | 1.54% | 19 |
|
|
2016
Q1 | $1.25M | Sell |
14,970
-357
| -2% | -$29.8K | 1.54% | 18 |
|
|
2015
Q4 | $1.22M | Buy |
+15,327
| New | +$1.22M | 1.6% | 19 |
|