Lenox Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $2.05M | Buy |
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2021
Q4 | $2.15M | Buy |
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2021
Q3 | $1.74M | Buy |
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2021
Q2 | $1.69M | Sell |
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2021
Q1 | $1.53M | Buy |
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2020
Q4 | $1.4M | Sell |
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2020
Q3 | $1.63M | Buy |
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2020
Q2 | $1.22M | Sell |
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2020
Q1 | $1.26M | Buy |
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2019
Q4 | $1.64M | Buy |
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2019
Q3 | $1.47M | Buy |
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2019
Q2 | $895K | Buy |
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2019
Q1 | $781K | Buy |
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2018
Q4 | $264K | Buy |
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2018
Q3 | $81K | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $6K | Buy |
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2015
Q4 | – | Sell |
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2015
Q3 | $17K | Buy |
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2015
Q2 | – | Sell |
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2015
Q1 | $4K | Sell |
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2014
Q4 | $8K | Sell |
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2014
Q3 | $5.48M | Buy |
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2014
Q1 | – | Sell |
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2013
Q4 | $3.56M | Sell |
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2013
Q3 | $6.52M | Sell |
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2013
Q2 | $7.17M | Buy |
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