OAM
Optimal Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $761K | Sell |
7,481
-7,117
| -49% | -$724K | 0.1% | 264 |
|
|
2021
Q2 | $1.49M | Buy |
14,598
+2
| +0% | +$204 | 0.18% | 194 |
|
|
2021
Q1 | $1.34M | Sell |
14,596
-86
| -0.6% | -$7.9K | 0.17% | 198 |
|
|
2020
Q4 | $1.25M | Sell |
14,682
-820
| -5% | -$69.6K | 0.18% | 196 |
|
|
2020
Q3 | $1.22M | Buy |
15,502
+7,236
| +88% | +$571K | 0.18% | 187 |
|
|
2020
Q2 | $649K | Buy |
8,266
+683
| +9% | +$53.6K | 0.11% | 291 |
|
|
2020
Q1 | $530 | Buy |
7,583
+2,122
| +39% | +$148 | 0.05% | 355 |
|
|
2019
Q4 | $507K | Buy |
+5,461
| New | +$507K | 0.08% | 328 |
|