Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,355
| Closed | -$364K | – | 66 |
|
|
2022
Q1 | $364K | Buy |
3,355
+4
| +0.1% | +$434 | 0.16% | 58 |
|
|
2021
Q4 | $389K | Buy |
3,351
+7
| +0.2% | +$813 | 0.16% | 58 |
|
|
2021
Q3 | $340K | Buy |
3,344
+1,039
| +45% | +$106K | 0.14% | 57 |
|
|
2021
Q2 | $235K | Buy |
+2,305
| New | +$235K | 0.09% | 73 |
|
|
2020
Q2 | – | Sell |
-4,040
| Closed | -$282K | – | 69 |
|
|
2020
Q1 | $282K | Hold |
4,040
| – | – | 0.17% | 48 |
|
|
2019
Q4 | $375K | Sell |
4,040
-158
| -4% | -$14.7K | 0.16% | 47 |
|
|
2019
Q3 | $391K | Hold |
4,198
| – | – | 0.18% | 48 |
|
|
2019
Q2 | $367K | Sell |
4,198
-605
| -13% | -$52.9K | 0.18% | 42 |
|
|
2019
Q1 | $417K | Hold |
4,803
| – | – | 0.22% | 40 |
|
|
2018
Q4 | $358K | Buy |
+4,803
| New | +$358K | 0.22% | 29 |
|