Ropes Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $683K | Sell |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $542K | Hold |
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|
2020
Q4 | $473K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Sell |
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|
2019
Q3 | $940K | Hold |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $871K | Buy |
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|
2018
Q4 | $746K | Sell |
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|
2018
Q3 | $823K | Buy |
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|
2018
Q2 | $815K | Hold |
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|
2018
Q1 | $755K | Sell |
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|
2017
Q4 | $875K | Buy |
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|
2017
Q3 | $831K | Sell |
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|
2017
Q2 | $870K | Buy |
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|
2017
Q1 | $831K | Sell |
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|
2016
Q4 | $1.85M | Buy |
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|
2016
Q3 | $1.9M | Buy |
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|
2016
Q2 | $1.6M | Buy |
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|
2016
Q1 | $689K | Sell |
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|
2015
Q4 | $661K | Buy |
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|
2015
Q3 | $24K | Sell |
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|
2015
Q2 | $73K | Sell |
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|
2015
Q1 | $119K | Buy |
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