Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $75.1K | Hold |
869
| – | – | 0.11% | 140 |
|
|
2023
Q4 | $76.8K | Hold |
869
| – | – | 0.12% | 125 |
|
|
2023
Q3 | $65.7K | Hold |
869
| – | – | 0.11% | 128 |
|
|
2023
Q2 | $72.6K | Hold |
869
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $72.2K | Buy |
869
+680
| +360% | +$56.5K | 0.11% | 116 |
|
|
2022
Q4 | $15.6K | Buy |
189
+5
| +3% | +$412 | 0.02% | 192 |
|
|
2022
Q3 | $15K | Hold |
184
| – | – | 0.03% | 190 |
|
|
2022
Q2 | $17K | Buy |
+184
| New | +$17K | 0.03% | 183 |
|
|
2022
Q1 | – | Sell |
-184
| Closed | -$21K | – | 272 |
|
|
2021
Q4 | $21K | Buy |
+184
| New | +$21K | 0.03% | 180 |
|