McDonald Partners’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
Q3
Sell
-11,928
Closed -$1.09M 286
2022
Q2
$1.09M Buy
11,928
+51
+0.4% +$4.65K 0.28% 107
2022
Q1
$1.29M Buy
11,877
+11,509
+3,127% +$1.25M 0.28% 106
2021
Q4
$42.7K Sell
368
-10,993
-97% -$1.28M 0.04% 114
2021
Q3
$1.16M Buy
11,361
+6
+0.1% +$611 0.27% 109
2021
Q2
$1.16M Buy
11,355
+1
+0% +$102 0.27% 106
2021
Q1
$1.04M Sell
11,354
-1,665
-13% -$153K 0.27% 107
2020
Q4
$1.11M Buy
+13,019
New +$1.11M 0.31% 87