SPWG
Sage Private Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-466
| Closed | -$37K | – | 177 |
|
|
2022
Q3 | $37K | Hold |
466
| – | – | 0.05% | 91 |
|
|
2022
Q2 | $42K | Hold |
466
| – | – | 0.06% | 87 |
|
|
2022
Q1 | $51K | Hold |
466
| – | – | 0.05% | 87 |
|
|
2021
Q4 | $54K | Hold |
466
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $47K | Hold |
466
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $47K | Hold |
466
| – | – | 0.06% | 83 |
|
|
2021
Q1 | $43K | Hold |
466
| – | – | 0.07% | 89 |
|
|
2020
Q4 | $40K | Buy |
+466
| New | +$40K | 0.11% | 74 |
|