Laurel Wealth Planning’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
Q3 | – | Sell |
-11,765
| Closed | -$985K | – | 57 |
|
|
2024
Q2 | $985K | Buy |
11,765
+653
| +6% | +$54.7K | 0.69% | 31 |
|
|
2024
Q1 | $961K | Buy |
11,112
+1,331
| +14% | +$115K | 0.64% | 34 |
|
|
2023
Q4 | $864K | Buy |
9,781
+137
| +1% | +$12.1K | 0.61% | 34 |
|
|
2023
Q3 | $730K | Buy |
9,644
+433
| +5% | +$32.8K | 0.57% | 36 |
|
|
2023
Q2 | $770K | Buy |
9,211
+362
| +4% | +$30.3K | 0.55% | 39 |
|
|
2023
Q1 | $735K | Buy |
8,849
+443
| +5% | +$36.8K | 0.49% | 42 |
|
|
2022
Q4 | $693K | Buy |
8,406
+1,095
| +15% | +$90.3K | 0.45% | 41 |
|
|
2022
Q3 | $586K | Sell |
7,311
-430
| -6% | -$34.5K | 0.43% | 42 |
|
|
2022
Q2 | $705K | Buy |
7,741
+447
| +6% | +$40.7K | 0.5% | 41 |
|
|
2022
Q1 | $790K | Buy |
7,294
+2,567
| +54% | +$278K | 0.53% | 40 |
|
|
2021
Q4 | $548K | Buy |
4,727
+4,593
| +3,428% | +$532K | 0.42% | 45 |
|
|
2021
Q3 | $14K | Buy |
+134
| New | +$14K | 0.01% | 127 |
|