KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.46M | Sell |
48,133
-3,608
| -7% | -$259K | 0.49% | 50 |
|
|
2014
Q2 | $3.87M | Buy |
51,741
+5,006
| +11% | +$375K | 0.55% | 36 |
|
|
2014
Q1 | $3.3M | Buy |
46,735
+5,032
| +12% | +$355K | 0.52% | 39 |
|
|
2013
Q4 | $2.69M | Buy |
41,703
+7,005
| +20% | +$452K | 0.45% | 45 |
|
|
2013
Q3 | $2.3M | Buy |
34,698
+5,581
| +19% | +$369K | 0.56% | 34 |
|
|
2013
Q2 | $2M | Buy |
+29,117
| New | +$2M | 0.56% | 35 |
|