SMFS
Squar Milner Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,476
| Closed | -$273K | – | 189 |
|
|
2020
Q2 | $273K | Sell |
3,476
-217
| -6% | -$17K | 0.16% | 165 |
|
|
2020
Q1 | $257K | Sell |
3,693
-6
| -0.2% | -$418 | 0.15% | 136 |
|
|
2019
Q4 | $343K | Buy |
3,699
+800
| +28% | +$74.2K | 0.17% | 125 |
|
|
2019
Q3 | $229K | Sell |
2,899
-794
| -22% | -$62.7K | 0.12% | 190 |
|
|
2019
Q2 | $323K | Buy |
3,693
+850
| +30% | +$74.3K | 0.22% | 107 |
|
|
2019
Q1 | $247K | Hold |
2,843
| – | – | 0.18% | 139 |
|
|
2018
Q4 | $212K | Hold |
2,843
| – | – | 0.2% | 127 |
|
|
2018
Q3 | $229K | Buy |
2,843
+465
| +20% | +$37.5K | 0.21% | 131 |
|
|
2018
Q2 | $194K | Buy |
+2,378
| New | +$194K | 0.17% | 164 |
|
|
2018
Q1 | – | Sell |
-3,344
| Closed | -$263K | – | 175 |
|
|
2017
Q4 | $263K | Buy |
+3,344
| New | +$263K | 0.32% | 113 |
|