Nelson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-600
| Closed | -$45K | – | 332 |
|
|
2018
Q4 | $45K | Sell |
600
-21
| -3% | -$1.58K | 0.01% | 137 |
|
|
2018
Q3 | $50K | Sell |
621
-350
| -36% | -$28.2K | 0.01% | 131 |
|
|
2018
Q2 | $79K | Sell |
971
-1,447
| -60% | -$118K | 0.02% | 111 |
|
|
2018
Q1 | $182K | Hold |
2,418
| – | – | 0.05% | 94 |
|
|
2017
Q4 | $201K | Buy |
2,418
+950
| +65% | +$79K | 0.06% | 86 |
|
|
2017
Q3 | $122K | Sell |
1,468
-51
| -3% | -$4.24K | 0.04% | 99 |
|
|
2017
Q2 | $126K | Buy |
1,519
+1,138
| +299% | +$94.4K | 0.04% | 98 |
|
|
2017
Q1 | $31K | Buy |
381
+41
| +12% | +$3.34K | 0.01% | 156 |
|
|
2016
Q4 | $28K | Hold |
340
| – | – | 0.01% | 157 |
|
|
2016
Q3 | $29K | Buy |
+340
| New | +$29K | 0.01% | 148 |
|