Mattern 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
Q1 | – | Sell |
-4,442
| Closed | -$515K | – | 180 |
|
|
2021
Q4 | $515K | Hold |
4,442
| – | – | 0.15% | 109 |
|
|
2021
Q3 | $452K | Hold |
4,442
| – | – | 0.15% | 114 |
|
|
2021
Q2 | $468K | Buy |
+4,442
| New | +$468K | 0.15% | 116 |
|
|
2020
Q2 | – | Sell |
-6,809
| Closed | -$476K | – | 141 |
|
|
2020
Q1 | $476K | Sell |
6,809
-3,984
| -37% | -$279K | 0.34% | 85 |
|
|
2019
Q4 | $1M | Buy |
+10,793
| New | +$1M | 0.6% | 67 |
|