KJWM
Kiley Juergens Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,215
| Closed | -$340K | – | 635 |
|
|
2018
Q3 | $340K | Buy |
4,215
+1,958
| +87% | +$158K | 0.25% | 67 |
|
|
2018
Q2 | $183K | Buy |
+2,257
| New | +$183K | 0.16% | 87 |
|
|
2018
Q1 | – | Sell |
-2,704
| Closed | -$224K | – | 591 |
|
|
2017
Q4 | $224K | Buy |
+2,704
| New | +$224K | 0.2% | 76 |
|