Kays Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$891K Sell
11,288
-1,423
-11% -$114K 0.14% 58
2020
Q2
$998K Buy
12,711
+194
+2% +$14.7K 0.17% 56
2020
Q1
$874K Buy
12,517
+1,947
+18% +$171K 0.18% 55
2019
Q4
$981K Buy
10,570
+3,700
+54% +$343K 0.17% 55
2019
Q3
$641K Buy
6,870
+672
+11% +$61K 0.12% 65
2019
Q2
$541K Buy
6,198
+124
+2% +$10.9K 0.1% 68
2019
Q1
$528K Buy
6,074
+1,418
+30% +$117K 0.1% 68
2018
Q4
$347K Buy
4,656
+219
+5% +$17.3K 0.08% 81
2018
Q3
$358K Buy
4,437
+817
+23% +$67.3K 0.08% 72
2018
Q2
$295K Sell
3,620
-299
-8% -$23.2K 0.06% 69
2018
Q1
$296K Sell
3,919
-446
-10% -$34.1K 0.07% 63
2017
Q4
$362K Buy
4,365
+1,664
+62% +$139K 0.11% 65
2017
Q3
$225K Buy
+2,701
New +$226K 0.07% 77

Other funds holding VNQ