Michael J. Puzo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,585
| Closed | -$120K | – | 112 |
|
|
2015
Q3 | $120K | Hold |
1,585
| – | – | 0.09% | 89 |
|
|
2015
Q2 | $118K | Hold |
1,585
| – | – | 0.08% | 96 |
|
|
2015
Q1 | $134K | Buy |
+1,585
| New | +$134K | 0.09% | 97 |
|
|
2013
Q3 | – | Sell |
-3,505
| Closed | -$241K | – | 74 |
|
|
2013
Q2 | $241K | Buy |
+3,505
| New | +$241K | 0.21% | 66 |
|