QFA
Quantum Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,293
| Closed | -$440K | – | 101 |
|
|
2023
Q1 | $440K | Buy |
5,293
+189
| +4% | +$15.7K | 0.14% | 45 |
|
|
2022
Q4 | $421K | Buy |
+5,104
| New | +$421K | 0.19% | 39 |
|
|
2022
Q3 | – | Sell |
-9,340
| Closed | -$936K | – | 95 |
|
|
2022
Q2 | $936K | Buy |
+9,340
| New | +$936K | 0.35% | 23 |
|