SWA
SFMG Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,619
| Closed | -$301K | – | 153 |
|
|
2017
Q3 | $301K | Hold |
3,619
| – | – | 0.06% | 99 |
|
|
2017
Q2 | $301K | Sell |
3,619
-473
| -12% | -$39.3K | 0.06% | 92 |
|
|
2017
Q1 | $338K | Sell |
4,092
-33
| -0.8% | -$2.73K | 0.07% | 81 |
|
|
2016
Q4 | $340K | Buy |
4,125
+40
| +1% | +$3.3K | 0.07% | 77 |
|
|
2016
Q3 | $354K | Sell |
4,085
-145
| -3% | -$12.6K | 0.08% | 74 |
|
|
2016
Q2 | $375K | Buy |
4,230
+68
| +2% | +$6.03K | 0.08% | 75 |
|
|
2016
Q1 | $349K | Sell |
4,162
-19
| -0.5% | -$1.59K | 0.08% | 72 |
|
|
2015
Q4 | $333K | Sell |
4,181
-318
| -7% | -$25.3K | 0.08% | 84 |
|
|
2015
Q3 | $340K | Sell |
4,499
-96
| -2% | -$7.26K | 0.08% | 82 |
|
|
2015
Q2 | $343K | Sell |
4,595
-977,998
| -100% | -$73M | 0.08% | 84 |
|
|
2015
Q1 | $82.8M | Buy |
982,593
+651,810
| +197% | +$55M | 6.69% | 8 |
|
|
2014
Q4 | $26.8M | Buy |
330,783
+327,505
| +9,991% | +$26.5M | 5.96% | 7 |
|
|
2014
Q3 | $236K | Buy |
+3,278
| New | +$236K | 0.07% | 72 |
|