ParenteBeard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $8.62K | Sell |
698
-16,173
| -96% | -$200K | 0.1% | 61 |
|
|
2014
Q3 | $1.21M | Sell |
16,871
-406
| -2% | -$29.2K | 0.51% | 34 |
|
|
2014
Q2 | $1.29M | Sell |
17,277
-4,637
| -21% | -$347K | 0.57% | 30 |
|
|
2014
Q1 | $1.55M | Sell |
21,914
-16,835
| -43% | -$1.19M | 0.77% | 27 |
|
|
2013
Q4 | $2.5M | Sell |
38,749
-11,686
| -23% | -$755K | 0.98% | 20 |
|
|
2013
Q3 | $3.34M | Sell |
50,435
-4,298
| -8% | -$284K | 1.63% | 14 |
|
|
2013
Q2 | $3.76M | Buy |
+54,733
| New | +$3.76M | 1.71% | 13 |
|