Lenox 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 | $47K | Buy |
601
+29
| +5% | +$2.27K | 0.01% | 261 |
|
|
2020
Q1 | $39K | Hold |
572
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $53K | Sell |
572
-209
| -27% | -$19.4K | 0.01% | 265 |
|
|
2019
Q3 | $72K | Buy |
781
+273
| +54% | +$25.2K | 0.02% | 236 |
|
|
2019
Q2 | $44K | Hold |
508
| – | – | 0.01% | 262 |
|
|
2019
Q1 | $44K | Sell |
508
-256
| -34% | -$22.2K | 0.01% | 251 |
|
|
2018
Q4 | $4K | Buy |
764
+754
| +7,540% | +$3.95K | ﹤0.01% | 501 |
|
|
2018
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 672 |
|