Moneywise Inc’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
Q4 | – | Sell |
-4,801
| Closed | -$363K | – | 56 |
|
|
2023
Q3 | $363K | Buy |
4,801
+426
| +10% | +$32.2K | 0.23% | 37 |
|
|
2023
Q2 | $366K | Sell |
4,375
-301
| -6% | -$25.2K | 0.23% | 36 |
|
|
2023
Q1 | $388K | Buy |
4,676
+71
| +2% | +$5.9K | 0.25% | 35 |
|
|
2022
Q4 | $380K | Buy |
4,605
+197
| +4% | +$16.2K | 0.28% | 31 |
|
|
2022
Q3 | $353K | Buy |
4,408
+197
| +5% | +$15.8K | 0.29% | 35 |
|
|
2022
Q2 | $384K | Sell |
4,211
-39
| -0.9% | -$3.56K | 0.3% | 33 |
|
|
2022
Q1 | $461K | Sell |
4,250
-82
| -2% | -$8.9K | 0.3% | 31 |
|
|
2021
Q4 | $503K | Sell |
4,332
-10
| -0.2% | -$1.16K | 0.32% | 31 |
|
|
2021
Q3 | $442K | Buy |
4,342
+251
| +6% | +$25.6K | 0.29% | 31 |
|
|
2021
Q2 | $416K | Sell |
4,091
-117
| -3% | -$11.9K | 0.28% | 35 |
|
|
2021
Q1 | $387K | Sell |
4,208
-150
| -3% | -$13.8K | 0.26% | 36 |
|
|
2020
Q4 | $370K | Buy |
4,358
+148
| +4% | +$12.6K | 0.26% | 36 |
|
|
2020
Q3 | $332K | Buy |
4,210
+141
| +3% | +$11.1K | 0.26% | 36 |
|
|
2020
Q2 | $320K | Buy |
+4,069
| New | +$320K | 0.26% | 34 |
|
|
2020
Q1 | – | Sell |
-2,919
| Closed | -$272K | – | 47 |
|
|
2019
Q4 | $272K | Sell |
2,919
-181
| -6% | -$16.9K | 0.2% | 30 |
|
|
2019
Q3 | $289K | Sell |
3,100
-14
| -0.4% | -$1.31K | 0.23% | 29 |
|
|
2019
Q2 | $272K | Buy |
+3,114
| New | +$272K | 0.21% | 31 |
|
|
2019
Q1 | – | Sell |
-2,978
| Closed | -$222K | – | 41 |
|
|
2018
Q4 | $222K | Buy |
2,978
+102
| +4% | +$7.6K | 0.21% | 33 |
|
|
2018
Q3 | $232K | Buy |
2,876
+146
| +5% | +$11.8K | 0.2% | 36 |
|
|
2018
Q2 | $222K | Buy |
+2,730
| New | +$222K | 0.19% | 37 |
|
|
2018
Q1 | – | Sell |
-2,498
| Closed | -$207K | – | 40 |
|
|
2017
Q4 | $207K | Buy |
+2,498
| New | +$207K | 0.15% | 37 |
|