Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $132K | Sell |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $153K | Buy |
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|
2019
Q3 | $129K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $17K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $13K | Hold |
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|
2015
Q1 | $14K | Buy |
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|
2014
Q4 | $10K | Buy |
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