Mark Sheptoff Financial Planning’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
2023 Q2	–	Sell	-44	Closed	-$3.65K	–	405
2023 Q1	$3.65K	Hold	44	–	–	﹤0.01%	320
2022 Q4	$3.63K	Hold	44	–	–	﹤0.01%	324
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	306
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	314
2022 Q1	$5K	Hold	44	–	–	﹤0.01%	345
2021 Q4	$5K	Buy	+44	New	+$4.81K	﹤0.01%	367
2020 Q3	–	Sell	-874	Closed	-$69K	–	368
2020 Q2	$69K	Hold	874	–	–	0.04%	133
2020 Q1	$61K	Hold	874	–	–	0.05%	126
2019 Q4	$81K	Hold	874	–	–	0.05%	123
2019 Q3	$82K	Hold	874	–	–	0.06%	123
2019 Q2	$76K	Hold	874	–	–	0.05%	133
2019 Q1	$76K	Hold	874	–	–	0.05%	129
2018 Q4	$65K	Hold	874	–	–	0.05%	123
2018 Q3	$71K	Hold	874	–	–	0.05%	144
2018 Q2	$71K	Hold	874	–	–	0.05%	139
2018 Q1	$66K	Hold	874	–	–	0.05%	147
2017 Q4	$73K	Hold	874	–	–	0.05%	158
2017 Q3	$73K	Sell	874 -34	-4%	-$2.84K	0.05%	161
2017 Q2	$76K	Sell	908 -1	-0.1%	-$83	0.05%	155
2017 Q1	$75K	Buy	909 +1	+0.1%	+$83	0.05%	156
2016 Q4	$75K	Buy	908 +139	+18%	+$11.3K	0.06%	149
2016 Q3	$67K	Buy	769 +34	+5%	+$3.03K	0.05%	151
2016 Q2	$65K	Hold	735	–	–	0.05%	143
2016 Q1	$62K	Hold	735	–	–	0.05%	140
2015 Q4	$59K	Hold	735	–	–	0.05%	158
2015 Q3	$56K	Buy	+735	New	+$56.5K	0.05%	152