PWG
Private Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,774
| Closed | -$445K | – | 36 |
|
|
2019
Q3 | $445K | Buy |
+4,774
| New | +$445K | 0.4% | 27 |
|
|
2019
Q2 | – | Sell |
-5,256
| Closed | -$457K | – | 26 |
|
|
2019
Q1 | $457K | Buy |
5,256
+1,706
| +48% | +$148K | 0.42% | 25 |
|
|
2018
Q4 | $265K | Sell |
3,550
-36
| -1% | -$2.69K | 0.26% | 20 |
|
|
2018
Q3 | $289K | Sell |
3,586
-3,733
| -51% | -$301K | 0.3% | 20 |
|
|
2018
Q2 | $596K | Buy |
7,319
+3,769
| +106% | +$307K | 0.57% | 22 |
|
|
2018
Q1 | $268K | Hold |
3,550
| – | – | 0.46% | 18 |
|
|
2017
Q4 | $295K | Buy |
+3,550
| New | +$295K | 0.34% | 22 |
|