Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,007
| Closed | -$485K | – | 61 |
|
|
2020
Q1 | $485K | Sell |
7,007
-17,790
| -72% | -$1.23M | 0.47% | 32 |
|
|
2019
Q4 | $2.3M | Sell |
24,797
-24,554
| -50% | -$2.28M | 2.09% | 15 |
|
|
2019
Q3 | $4.6M | Buy |
49,351
+12,999
| +36% | +$1.21M | 4.4% | 9 |
|
|
2019
Q2 | $3.18M | Buy |
36,352
+14,661
| +68% | +$1.28M | 3.11% | 14 |
|
|
2019
Q1 | $1.89M | Buy |
21,691
+7,898
| +57% | +$686K | 1.94% | 17 |
|
|
2018
Q4 | $1.03M | Sell |
13,793
-288
| -2% | -$21.4K | 1.35% | 23 |
|
|
2018
Q3 | $1.13M | Buy |
+14,081
| New | +$1.13M | 1.35% | 25 |
|