PWAG
Polaris Wealth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-607
| Closed | -$49K | – | 452 |
|
|
2018
Q3 | $49K | Sell |
607
-343
| -36% | -$27.7K | ﹤0.01% | 248 |
|
|
2018
Q2 | $72K | Sell |
950
-182
| -16% | -$13.8K | 0.01% | 121 |
|
|
2018
Q1 | $85K | Buy |
+1,132
| New | +$85K | 0.01% | 179 |
|
|
2016
Q4 | – | Sell |
-334,559
| Closed | -$29M | – | 129 |
|
|
2016
Q3 | $29M | Buy |
334,559
+2,406
| +0.7% | +$209K | 3.47% | 3 |
|
|
2016
Q2 | $29.5M | Buy |
332,153
+22,032
| +7% | +$1.95M | 4.57% | 3 |
|
|
2016
Q1 | $26M | Buy |
+310,121
| New | +$26M | 4.06% | 6 |
|