Planning Capital Management Corporation’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
2024
Q3
$40.3K Buy
414
+1
+0.2% +$97 0.03% 206
2024
Q2
$34.6K Sell
413
-27
-6% -$2.26K 0.02% 223
2024
Q1
$38K Sell
440
-86
-16% -$7.43K 0.03% 212
2023
Q4
$46.5K Buy
+526
New +$46.5K 0.04% 200