RSA
Robertson Stephens Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $1.02M | Buy |
12,303
+3,011
| +32% | +$250K | 0.88% | 28 |
|
2017
Q2 | $773K | Sell |
9,292
-2,425
| -21% | -$202K | 0.69% | 31 |
|
2017
Q1 | $976K | Sell |
11,717
-55,160
| -82% | -$4.59M | 0.87% | 28 |
|
2016
Q4 | $5.52M | Buy |
+66,877
| New | +$5.52M | 3.14% | 4 |
|