Narus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,369
| Closed | -$709K | – | 140 |
|
|
2023
Q3 | $709K | Sell |
9,369
-605
| -6% | -$45.8K | 0.36% | 51 |
|
|
2023
Q2 | $833K | Sell |
9,974
-1,262
| -11% | -$105K | 0.43% | 44 |
|
|
2023
Q1 | $933K | Buy |
11,236
+533
| +5% | +$44.3K | 0.51% | 37 |
|
|
2022
Q4 | $883K | Buy |
10,703
+2,857
| +36% | +$236K | 0.51% | 36 |
|
|
2022
Q3 | $629K | Buy |
7,846
+247
| +3% | +$19.8K | 0.4% | 45 |
|
|
2022
Q2 | $692K | Buy |
+7,599
| New | +$692K | 0.44% | 42 |
|
|
2021
Q1 | $205K | Buy |
+2,230
| New | +$205K | 0.12% | 104 |
|
|
2019
Q4 | $241K | Buy |
+2,599
| New | +$241K | 0.17% | 66 |
|
|
2017
Q3 | $493K | Sell |
5,933
-57
| -1% | -$4.74K | 0.43% | 35 |
|
|
2017
Q2 | $499K | Sell |
5,990
-15
| -0.2% | -$1.25K | 0.46% | 31 |
|
|
2017
Q1 | $496K | Sell |
6,005
-152
| -2% | -$12.6K | 0.48% | 31 |
|
|
2016
Q4 | $508K | Buy |
+6,157
| New | +$508K | 0.54% | 28 |
|