Signature Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-509
| Closed | -$40K | – | 289 |
|
|
2018
Q3 | $40K | Buy |
509
+159
| +45% | +$12.5K | 0.03% | 120 |
|
|
2018
Q2 | $29K | Hold |
350
| – | – | 0.02% | 128 |
|
|
2018
Q1 | $26K | Sell |
350
-180
| -34% | -$13.4K | 0.02% | 130 |
|
|
2017
Q4 | $44K | Buy |
+530
| New | +$44K | 0.03% | 107 |
|