Oldfather Financial Services’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
Q2 | – | Sell |
-22,080
| Closed | -$1.83M | – | 64 |
|
|
2023
Q1 | $1.83M | Hold |
22,080
| – | – | 0.95% | 20 |
|
|
2022
Q4 | $1.82M | Sell |
22,080
-1,819
| -8% | -$150K | 1.04% | 18 |
|
|
2022
Q3 | $1.92M | Buy |
23,899
+13
| +0.1% | +$1.04K | 1.2% | 18 |
|
|
2022
Q2 | $2.28M | Sell |
23,886
-7,787
| -25% | -$742K | 1.3% | 18 |
|
|
2022
Q1 | $3.45M | Buy |
31,673
+25
| +0.1% | +$2.72K | 1.87% | 15 |
|
|
2021
Q4 | $3.28M | Buy |
31,648
+503
| +2% | +$52.2K | 1.72% | 16 |
|
|
2021
Q3 | $3.42M | Buy |
31,145
+282
| +0.9% | +$30.9K | 1.76% | 15 |
|
|
2021
Q2 | $3.25M | Buy |
30,863
+9,958
| +48% | +$1.05M | 1.78% | 15 |
|
|
2021
Q1 | $1.96M | Buy |
20,905
+2,203
| +12% | +$207K | 1.13% | 18 |
|
|
2020
Q4 | $1.65M | Sell |
18,702
-1,688
| -8% | -$149K | 0.98% | 20 |
|
|
2020
Q3 | $1.65M | Buy |
20,390
+2,458
| +14% | +$199K | 1.18% | 18 |
|
|
2020
Q2 | $1.46M | Buy |
+17,932
| New | +$1.46M | 1.13% | 17 |
|