SFA
Source Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,404
| Closed | -$363K | – | 132 |
|
|
2022
Q4 | $363K | Buy |
4,404
+79
| +2% | +$6.52K | 0.14% | 91 |
|
|
2022
Q3 | $347K | Sell |
4,325
-8,985
| -68% | -$721K | 0.14% | 84 |
|
|
2022
Q2 | $1.21M | Sell |
13,310
-205
| -2% | -$18.7K | 0.48% | 45 |
|
|
2022
Q1 | $1.47M | Buy |
13,515
+2,628
| +24% | +$285K | 0.43% | 39 |
|
|
2021
Q4 | $1.26M | Buy |
10,887
+896
| +9% | +$104K | 0.34% | 50 |
|
|
2021
Q3 | $1.02M | Buy |
9,991
+335
| +3% | +$34.1K | 0.26% | 50 |
|
|
2021
Q2 | $983K | Sell |
9,656
-1,886
| -16% | -$192K | 0.25% | 49 |
|
|
2021
Q1 | $1.06M | Sell |
11,542
-543
| -4% | -$49.9K | 0.28% | 50 |
|
|
2020
Q4 | $1.03M | Buy |
+12,085
| New | +$1.03M | 0.28% | 46 |
|