Mark Sheptoff Financial Planning’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
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 | +$5K | ﹤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% | -$84 | 0.05% | 155 |
|
|
2017
Q1 | $75K | Buy |
909
+1
| +0.1% | +$83 | 0.05% | 156 |
|
|
2016
Q4 | $75K | Buy |
908
+139
| +18% | +$11.5K | 0.06% | 149 |
|
|
2016
Q3 | $67K | Buy |
769
+34
| +5% | +$2.96K | 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 | +$56K | 0.05% | 152 |
|