RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $33K | Sell |
411
-742
| -64% | -$59.6K | 0.01% | 93 |
|
|
2022
Q2 | $105K | Sell |
1,153
-527
| -31% | -$48K | 0.02% | 86 |
|
|
2022
Q1 | $182K | Sell |
1,680
-741
| -31% | -$80.3K | 0.03% | 81 |
|
|
2021
Q4 | $281K | Buy |
+2,421
| New | +$281K | 0.04% | 76 |
|
|
2017
Q2 | – | Sell |
-2,894
| Closed | -$239K | – | 113 |
|
|
2017
Q1 | $239K | Sell |
2,894
-1,471
| -34% | -$121K | 0.16% | 79 |
|
|
2016
Q4 | $360K | Buy |
4,365
+1,198
| +38% | +$98.8K | 0.2% | 65 |
|
|
2016
Q3 | $275K | Buy |
+3,167
| New | +$275K | 0.17% | 80 |
|