KKAMG
Kernodle & Katon Asset Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-83
| Closed | -$7K | – | 371 |
|
|
2016
Q4 | $7K | Sell |
83
-1,696
| -95% | -$143K | ﹤0.01% | 241 |
|
|
2016
Q3 | $154K | Sell |
1,779
-70
| -4% | -$6.06K | 0.1% | 103 |
|
|
2016
Q2 | $164K | Hold |
1,849
| – | – | 0.15% | 58 |
|
|
2016
Q1 | $155K | Hold |
1,849
| – | – | 0.15% | 54 |
|
|
2015
Q4 | $147K | Buy |
+1,849
| New | +$147K | 0.14% | 37 |
|