Keeler & Nadler Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,131
| Closed | -$305K | – | 75 |
|
|
2024
Q3 | $305K | Sell |
3,131
-3,922
| -56% | -$382K | 0.15% | 52 |
|
|
2024
Q2 | $591K | Sell |
7,053
-5,507
| -44% | -$461K | 0.32% | 38 |
|
|
2024
Q1 | $1.09M | Sell |
12,560
-5,707
| -31% | -$494K | 0.65% | 30 |
|
|
2023
Q4 | $1.61M | Buy |
+18,267
| New | +$1.61M | 1.17% | 22 |
|
|
2022
Q4 | $1.45M | Buy |
+17,568
| New | +$1.45M | 1.31% | 19 |
|
|
2021
Q4 | $1.64M | Buy |
+14,128
| New | +$1.64M | 1.51% | 17 |
|