SFG
Steward Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,753
| Closed | -$1.4M | – | 1578 |
|
|
2023
Q2 | $1.4M | Buy |
+16,753
| New | +$1.4M | 0.45% | 19 |
|
|
2022
Q4 | – | Sell |
-13,237
| Closed | -$1.06M | – | 821 |
|
|
2022
Q3 | $1.06M | Buy |
13,237
+3,115
| +31% | +$250K | 0.78% | 14 |
|
|
2022
Q2 | $922K | Buy |
10,122
+4,632
| +84% | +$422K | 0.77% | 11 |
|
|
2022
Q1 | $594K | Buy |
5,490
+22
| +0.4% | +$2.38K | 0.53% | 11 |
|
|
2021
Q4 | $634K | Buy |
+5,468
| New | +$634K | 0.59% | 8 |
|