Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,995
| Closed | -$541K | – | 117 |
|
|
2022
Q1 | $541K | Sell |
4,995
-3,998
| -44% | -$433K | 0.11% | 91 |
|
|
2021
Q4 | $1.04M | Buy |
8,993
+82
| +0.9% | +$9.51K | 0.21% | 88 |
|
|
2021
Q3 | $907K | Buy |
8,911
+56
| +0.6% | +$5.7K | 0.2% | 89 |
|
|
2021
Q2 | $901K | Buy |
8,855
+62
| +0.7% | +$6.31K | 0.2% | 91 |
|
|
2021
Q1 | $808K | Buy |
+8,793
| New | +$808K | 0.2% | 90 |
|