Shine Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.63M | Buy |
20,586
+39
| +0.2% | +$3.08K | 0.55% | 26 |
|
|
2020
Q2 | $1.61M | Hold |
20,547
| – | – | 0.59% | 27 |
|
|
2020
Q1 | $1.44M | Buy |
+20,547
| New | +$1.44M | 0.67% | 27 |
|
|
2019
Q2 | – | Sell |
-92
| Closed | -$8K | – | 721 |
|
|
2019
Q1 | $8K | Sell |
92
-46
| -33% | -$4K | ﹤0.01% | 581 |
|
|
2018
Q4 | $10K | Sell |
138
-11,384
| -99% | -$825K | ﹤0.01% | 526 |
|
|
2018
Q3 | $930K | Sell |
11,522
-36,586
| -76% | -$2.95M | 0.49% | 38 |
|
|
2018
Q2 | $3.92M | Sell |
48,108
-1,668
| -3% | -$136K | 2% | 10 |
|
|
2018
Q1 | $3.76M | Sell |
49,776
-17,207
| -26% | -$1.3M | 1.99% | 10 |
|
|
2017
Q4 | $5.56M | Buy |
66,983
+4,896
| +8% | +$406K | 2.77% | 10 |
|
|
2017
Q3 | $5.16M | Sell |
62,087
-647
| -1% | -$53.8K | 2.68% | 10 |
|
|
2017
Q2 | $5.22M | Buy |
62,734
+2,231
| +4% | +$186K | 2.65% | 11 |
|
|
2017
Q1 | $5M | Buy |
+60,503
| New | +$5M | 3.3% | 9 |
|