Regal Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Regal Wealth Group’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$237K	Buy	2,731 +13	+0.5%	+$1.13K	0.15%	41
2023 Q3	$206K	Sell	2,718 -919	-25%	-$69.5K	0.14%	40
2023 Q2	$304K	Sell	3,637 -389	-10%	-$32.6K	0.2%	37
2023 Q1	$335K	Sell	4,026 -275	-6%	-$22.9K	0.24%	37
2022 Q4	$355K	Buy	4,301 +24	+0.6%	+$1.98K	0.26%	30
2022 Q3	$333K	Sell	4,277 -33	-0.8%	-$2.57K	0.26%	31
2022 Q2	$393K	Buy	4,310 +13	+0.3%	+$1.19K	0.28%	30
2022 Q1	$467K	Buy	4,297 +12	+0.3%	+$1.3K	0.29%	29
2021 Q4	$497K	Buy	4,285 +20	+0.5%	+$2.32K	0.28%	30
2021 Q3	$434K	Buy	4,265 +17	+0.4%	+$1.73K	0.26%	31
2021 Q2	$432K	Buy	4,248 +18	+0.4%	+$1.83K	0.26%	31
2021 Q1	$389K	Sell	4,230 -244	-5%	-$22.4K	0.23%	30
2020 Q4	$380K	Buy	4,474 +39	+0.9%	+$3.31K	0.23%	30
2020 Q3	$350K	Buy	4,435 +19	+0.4%	+$1.5K	0.27%	30
2020 Q2	$347K	Sell	4,416 -209	-5%	-$16.4K	0.29%	29
2020 Q1	$323K	Sell	4,625 -187	-4%	-$13.1K	0.32%	29
2019 Q4	$446K	Buy	4,812 +28	+0.6%	+$2.6K	0.29%	28
2019 Q3	$446K	Buy	4,784 +40	+0.8%	+$3.73K	0.31%	29
2019 Q2	$415K	Sell	4,744 -76	-2%	-$6.65K	0.29%	30
2019 Q1	$419K	Hold	4,820	–	–	0.3%	28
2018 Q4	$359K	Sell	4,820 -102	-2%	-$7.6K	0.33%	29
2018 Q3	$397K	Buy	4,922 +33	+0.7%	+$2.66K	0.27%	27
2018 Q2	$398K	Sell	4,889 -382	-7%	-$31.1K	0.42%	27
2018 Q1	$398K	Sell	5,271 -740	-12%	-$55.9K	0.31%	26
2017 Q4	$499K	Sell	6,011 -291	-5%	-$24.2K	0.35%	23
2017 Q3	$524K	Buy	6,302 +34	+0.5%	+$2.83K	0.39%	24
2017 Q2	$522K	Buy	6,268 +5	+0.1%	+$416	0.41%	24
2017 Q1	$517K	Buy	6,263 +207	+3%	+$17.1K	0.39%	31
2016 Q4	$500K	Sell	6,056 -57	-0.9%	-$4.71K	0.41%	31
2016 Q3	$530K	Buy	6,113 +275	+5%	+$23.8K	0.48%	23
2016 Q2	$518K	Buy	5,838 +30	+0.5%	+$2.66K	0.49%	23
2016 Q1	$487K	Sell	5,808 -758	-12%	-$63.6K	0.47%	23
2015 Q4	$524K	Buy	+6,566	New	+$524K	0.52%	23