Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,035
| Closed | -$608K | – | 130 |
|
|
2023
Q3 | $608K | Buy |
8,035
+324
| +4% | +$24.5K | 0.21% | 77 |
|
|
2023
Q2 | $644K | Buy |
7,711
+246
| +3% | +$20.6K | 0.23% | 72 |
|
|
2023
Q1 | $620K | Buy |
7,465
+726
| +11% | +$60.3K | 0.23% | 75 |
|
|
2022
Q4 | $556K | Buy |
6,739
+77
| +1% | +$6.35K | 0.23% | 74 |
|
|
2022
Q3 | $534K | Sell |
6,662
-308
| -4% | -$24.7K | 0.27% | 71 |
|
|
2022
Q2 | $635K | Buy |
6,970
+1,569
| +29% | +$143K | 0.33% | 68 |
|
|
2022
Q1 | $585K | Buy |
5,401
+15
| +0.3% | +$1.63K | 0.29% | 74 |
|
|
2021
Q4 | $625K | Buy |
+5,386
| New | +$625K | 0.3% | 73 |
|