OCFG
O'Connor Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,154
| Closed | -$897K | – | 55 |
|
|
2023
Q4 | $897K | Buy |
10,154
+361
| +4% | +$31.9K | 0.55% | 29 |
|
|
2023
Q3 | $741K | Sell |
9,793
-263
| -3% | -$19.9K | 0.51% | 31 |
|
|
2023
Q2 | $840K | Buy |
10,056
+650
| +7% | +$54.3K | 0.58% | 29 |
|
|
2023
Q1 | $781K | Buy |
+9,406
| New | +$781K | 0.59% | 29 |
|