Kavar Capital Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,104
| Closed | -$462K | – | 169 |
|
|
2023
Q3 | $462K | Buy |
+6,104
| New | +$462K | 0.1% | 112 |
|
|
2019
Q3 | – | Sell |
-42
| Closed | -$4K | – | 441 |
|
|
2019
Q2 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 448 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 369 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 434 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 428 |
|
|
2016
Q1 | – | Sell |
-14
| Closed | -$1K | – | 385 |
|
|
2015
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 436 |
|
|
2015
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 440 |
|
|
2015
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 472 |
|
|
2014
Q2 | – | Sell |
-235
| Closed | -$16K | – | 433 |
|
|
2014
Q1 | $16K | Buy |
235
+14
| +6% | +$953 | 0.01% | 279 |
|
|
2013
Q4 | $14K | Buy |
+221
| New | +$14K | 0.01% | 272 |
|