LFA
Legacy Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,237
| Closed | -$204K | – | 236 |
|
|
2022
Q2 | $204K | Hold |
2,237
| – | – | 0.05% | 206 |
|
|
2022
Q1 | $242K | Hold |
2,237
| – | – | 0.05% | 201 |
|
|
2021
Q4 | $260K | Buy |
2,237
+57
| +3% | +$6.63K | 0.06% | 164 |
|
|
2021
Q3 | $222K | Buy |
+2,180
| New | +$222K | 0.05% | 166 |
|
|
2019
Q2 | – | Sell |
-1,278
| Closed | -$111K | – | 881 |
|
|
2019
Q1 | $111K | Hold |
1,278
| – | – | 0.04% | 149 |
|
|
2018
Q4 | $95K | Hold |
1,278
| – | – | 0.04% | 146 |
|
|
2018
Q3 | $103K | Hold |
1,278
| – | – | 0.04% | 167 |
|
|
2018
Q2 | $105K | Hold |
1,278
| – | – | 0.04% | 166 |
|
|
2018
Q1 | $95K | Hold |
1,278
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $106K | Buy |
+1,278
| New | +$106K | 0.04% | 174 |
|