Powell Investment Advisors’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
Q4 | – | Sell |
-1,740
| Closed | -$133K | – | 156 |
|
|
2023
Q3 | $133K | Hold |
1,740
| – | – | 0.08% | 114 |
|
|
2023
Q2 | $147K | Hold |
1,740
| – | – | 0.09% | 106 |
|
|
2023
Q1 | $144K | Hold |
1,740
| – | – | 0.08% | 107 |
|
|
2022
Q4 | $144K | Hold |
1,740
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $139K | Hold |
1,740
| – | – | 0.09% | 106 |
|
|
2022
Q2 | $159K | Hold |
1,740
| – | – | 0.1% | 108 |
|
|
2022
Q1 | $189K | Hold |
1,740
| – | – | 0.11% | 101 |
|
|
2021
Q4 | $202K | Hold |
1,740
| – | – | 0.11% | 103 |
|
|
2021
Q3 | $177K | Hold |
1,740
| – | – | 0.11% | 102 |
|
|
2021
Q2 | $177K | Hold |
1,740
| – | – | 0.11% | 102 |
|
|
2021
Q1 | $160K | Buy |
+1,740
| New | +$160K | 0.1% | 103 |
|