RKL Wealth Management’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
Q3 | – | Sell |
-3,163
| Closed | -$264K | – | 134 |
|
|
2023
Q2 | $264K | Sell |
3,163
-775
| -20% | -$64.8K | 0.03% | 118 |
|
|
2023
Q1 | $327K | Sell |
3,938
-239
| -6% | -$19.8K | 0.04% | 111 |
|
|
2022
Q4 | $345K | Sell |
4,177
-1,155
| -22% | -$95.3K | 0.05% | 110 |
|
|
2022
Q3 | $427K | Sell |
5,332
-59
| -1% | -$4.73K | 0.06% | 95 |
|
|
2022
Q2 | $491K | Buy |
5,391
+1,978
| +58% | +$180K | 0.07% | 93 |
|
|
2022
Q1 | $370K | Buy |
+3,413
| New | +$370K | 0.04% | 109 |
|