SDAM
Shulman DeMeo Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,917
| Closed | -$204K | – | 113 |
|
|
2020
Q1 | $204K | Buy |
2,917
+10
| +0.3% | +$699 | 0.09% | 90 |
|
|
2019
Q4 | $270K | Hold |
2,907
| – | – | 0.09% | 103 |
|
|
2019
Q3 | $271K | Hold |
2,907
| – | – | 0.09% | 104 |
|
|
2019
Q2 | $254K | Hold |
2,907
| – | – | 0.09% | 105 |
|
|
2019
Q1 | $253K | Buy |
+2,907
| New | +$253K | 0.1% | 103 |
|