PFA
Paradigm Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,813
| Closed | -$225K | – | 130 |
|
2019
Q4 | $225K | Sell |
3,813
-2,117
| -36% | -$125K | 0.08% | 113 |
|
2019
Q3 | $347K | Buy |
5,930
+7
| +0.1% | +$410 | 0.14% | 88 |
|
2019
Q2 | $349K | Sell |
5,923
-15
| -0.3% | -$884 | 0.13% | 88 |
|
2019
Q1 | $354K | Hold |
5,938
| – | – | 0.13% | 87 |
|
2018
Q4 | $311K | Sell |
5,938
-1,971
| -25% | -$103K | 0.14% | 84 |
|
2018
Q3 | $444K | Buy |
7,909
+16
| +0.2% | +$898 | 0.17% | 72 |
|
2018
Q2 | $458K | Sell |
7,893
-286
| -3% | -$16.6K | 0.2% | 72 |
|
2018
Q1 | $498K | Sell |
8,179
-217
| -3% | -$13.2K | 0.22% | 70 |
|
2017
Q4 | $508K | Buy |
+8,396
| New | +$508K | 0.23% | 64 |
|
2014
Q1 | – | Sell |
-2,146
| Closed | -$117K | – | 284 |
|
2013
Q4 | $117K | Buy |
+2,146
| New | +$117K | 0.11% | 93 |
|