Moss Adams Wealth 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
2023
Q4
Sell
-996
Closed -$76.1K 175
2023
Q3
$76.1K Buy
996
+302
+44% +$23.1K 0.03% 111
2023
Q2
$58.6K Hold
694
0.02% 105
2023
Q1
$57.6K Sell
694
-7,599
-92% -$631K 0.02% 109
2022
Q4
$684K Buy
+8,293
New +$684K 0.34% 46