Stanford Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,580
| Closed | -$213K | – | 286 |
|
2016
Q4 | $213K | Buy |
2,580
+45
| +2% | +$3.72K | 0.1% | 49 |
|
2016
Q3 | $220K | Hold |
2,535
| – | – | 0.1% | 51 |
|
2016
Q2 | $225K | Buy |
2,535
+940
| +59% | +$83.4K | 0.11% | 48 |
|
2016
Q1 | $134K | Buy |
1,595
+1,090
| +216% | +$91.6K | 0.08% | 75 |
|
2015
Q4 | $40K | Hold |
505
| – | – | 0.02% | 148 |
|
2015
Q3 | $38K | Hold |
505
| – | – | 0.03% | 142 |
|
2015
Q2 | $38K | Hold |
505
| – | – | 0.03% | 156 |
|
2015
Q1 | $43K | Sell |
505
-60
| -11% | -$5.11K | 0.03% | 145 |
|
2014
Q4 | $46K | Buy |
+565
| New | +$46K | 0.04% | 143 |
|