OptiFour Integrated Wealth 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
Q4 | $217K | Sell |
2,342
-216
| -8% | -$20K | 0.15% | 68 |
|
|
2019
Q3 | $239K | Sell |
2,558
-830
| -24% | -$77.5K | 0.17% | 65 |
|
|
2019
Q2 | $296K | Hold |
3,388
| – | – | 0.21% | 58 |
|
|
2019
Q1 | $294K | Sell |
3,388
-588
| -15% | -$51K | 0.24% | 37 |
|
|
2018
Q4 | $296K | Sell |
3,976
-1,890
| -32% | -$141K | 0.27% | 38 |
|
|
2018
Q3 | $473K | Sell |
5,866
-880
| -13% | -$71K | 0.39% | 34 |
|
|
2018
Q2 | $549K | Sell |
6,746
-637
| -9% | -$51.8K | 0.47% | 23 |
|
|
2018
Q1 | $557K | Sell |
7,383
-10
| -0.1% | -$754 | 0.47% | 27 |
|
|
2017
Q4 | $613K | Buy |
+7,393
| New | +$613K | 0.51% | 27 |
|