Parcion Private Wealth’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
Q1 | – | Sell |
-4,645
| Closed | -$383K | – | 200 |
|
2022
Q4 | $383K | Buy |
+4,645
| New | +$383K | 0.04% | 149 |
|
2022
Q1 | – | Sell |
-1,877
| Closed | -$205K | – | 207 |
|
2021
Q4 | $205K | Sell |
1,877
-138
| -7% | -$15.1K | 0.02% | 190 |
|
2021
Q3 | $214K | Hold |
2,015
| – | – | 0.02% | 191 |
|
2021
Q2 | $205K | Buy |
+2,015
| New | +$205K | 0.02% | 189 |
|