Leicht Financial Planning & Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,449
| Closed | -$361K | – | 62 |
|
|
2020
Q1 | $361K | Sell |
8,449
-26,929
| -76% | -$1.15M | 0.35% | 40 |
|
|
2019
Q4 | $2.09M | Sell |
35,378
-37,498
| -51% | -$2.22M | 1.9% | 18 |
|
|
2019
Q3 | $4.27M | Buy |
72,876
+21,163
| +41% | +$1.24M | 4.08% | 11 |
|
|
2019
Q2 | $3.05M | Buy |
51,713
+22,721
| +78% | +$1.34M | 2.99% | 16 |
|
|
2019
Q1 | $1.73M | Buy |
28,992
+10,171
| +54% | +$606K | 1.78% | 19 |
|
|
2018
Q4 | $984K | Sell |
18,821
-156
| -0.8% | -$8.16K | 1.3% | 26 |
|
|
2018
Q3 | $1.07M | Buy |
+18,977
| New | +$1.07M | 1.27% | 26 |
|