SIA
Sage Investment Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,793
| Closed | -$1.12M | – | 69 |
|
|
2023
Q3 | $1.12M | Sell |
14,793
-9
| -0.1% | -$681 | 1.54% | 28 |
|
|
2023
Q2 | $1.24M | Sell |
14,802
-1,025
| -6% | -$85.7K | 1.65% | 27 |
|
|
2023
Q1 | $1.31M | Buy |
15,827
+5,731
| +57% | +$476K | 1.76% | 25 |
|
|
2022
Q4 | $833K | Buy |
10,096
+2,509
| +33% | +$207K | 1.19% | 32 |
|
|
2022
Q3 | $608K | Buy |
7,587
+1,076
| +17% | +$86.2K | 0.96% | 34 |
|
|
2022
Q2 | $593K | Buy |
6,511
+915
| +16% | +$83.3K | 0.93% | 34 |
|
|
2022
Q1 | $606K | Buy |
5,596
+486
| +10% | +$52.6K | 0.8% | 36 |
|
|
2021
Q4 | $593K | Buy |
+5,110
| New | +$593K | 0.76% | 35 |
|