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New England Capital Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

New England Capital Financial Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-103
Closed -$8.55K – 443
2023
Q1 		$8.55K Buy
103
+1
+1% +$86 0.01% 262
2022
Q4 		$8.94K Buy
+102
New +$8.46K 0.01% 259

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New England Capital Financial Advisors's VNQ Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 103 shares — an estimated $8.55K sold.

New England Capital Financial Advisors first reported a position in VNQ in Q4 2022 and held it in 2 quarters. The position peaked at $8.94K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 103 Vanguard Real Estate ETF shares in Q2 2023, an estimated $8.55K.
  • New England Capital Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Vanguard Real Estate ETF position peaked at $8.94K in Q4 2022.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.