Legacy Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,826
| Closed | -$212K | – | 146 |
|
2021
Q4 | $212K | Buy |
+1,826
| New | +$212K | 0.07% | 138 |
|
2015
Q2 | – | Sell |
-3,142
| Closed | -$265K | – | 114 |
|
2015
Q1 | $265K | Sell |
3,142
-51
| -2% | -$4.3K | 0.17% | 104 |
|
2014
Q4 | $259K | Buy |
3,193
+268
| +9% | +$21.7K | 0.17% | 100 |
|
2014
Q3 | $211K | Hold |
2,925
| – | – | 0.14% | 106 |
|
2014
Q2 | $219K | Buy |
+2,925
| New | +$219K | 0.14% | 103 |
|