Market Street Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,083
| Closed | -$375K | – | 67 |
|
|
2021
Q1 | $375K | Sell |
4,083
-2,093
| -34% | -$192K | 0.22% | 48 |
|
|
2020
Q4 | $525K | Buy |
6,176
+1
| +0% | +$85 | 0.41% | 33 |
|
|
2020
Q3 | $488K | Buy |
6,175
+2,612
| +73% | +$206K | 0.44% | 33 |
|
|
2020
Q2 | $280K | Sell |
3,563
-67
| -2% | -$5.27K | 0.26% | 42 |
|
|
2020
Q1 | $254K | Buy |
+3,630
| New | +$254K | 0.27% | 40 |
|