SHA
Smith Hayes Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $920K | Buy |
10,974
+605
| +6% | +$50.7K | 0.19% | 137 |
|
|
2015
Q4 | $827K | Buy |
10,369
+547
| +6% | +$43.6K | 0.17% | 147 |
|
|
2015
Q3 | $742K | Buy |
9,822
+7
| +0.1% | +$529 | 0.16% | 153 |
|
|
2015
Q2 | $733K | Sell |
9,815
-6,005
| -38% | -$448K | 0.15% | 160 |
|
|
2015
Q1 | $1.33M | Sell |
15,820
-197
| -1% | -$16.6K | 0.27% | 111 |
|
|
2014
Q4 | $1.3M | Buy |
16,017
+8,190
| +105% | +$663K | 0.27% | 108 |
|
|
2014
Q3 | $562K | Buy |
7,827
+143
| +2% | +$10.3K | 0.13% | 180 |
|
|
2014
Q2 | $575K | Sell |
7,684
-195
| -2% | -$14.6K | 0.13% | 174 |
|
|
2014
Q1 | $556K | Buy |
7,879
+1,082
| +16% | +$76.4K | 0.14% | 168 |
|
|
2013
Q4 | $439K | Buy |
6,797
+195
| +3% | +$12.6K | 0.14% | 161 |
|
|
2013
Q3 | $437K | Buy |
6,602
+1,083
| +20% | +$71.7K | 0.17% | 147 |
|
|
2013
Q2 | $379K | Buy |
+5,519
| New | +$379K | 0.16% | 152 |
|