Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $196K | Hold |
2,720
| – | – | 0.04% | 179 |
|
|
2014
Q2 | $204K | Sell |
2,720
-150
| -5% | -$11.3K | 0.04% | 177 |
|
|
2014
Q1 | $203K | Hold |
2,870
| – | – | 0.04% | 177 |
|
|
2013
Q4 | $186K | Hold |
2,870
| – | – | 0.03% | 181 |
|
|
2013
Q3 | $190K | Buy |
2,870
+340
| +13% | +$22.5K | 0.04% | 178 |
|
|
2013
Q2 | $174K | Buy |
+2,530
| New | +$174K | 0.04% | 182 |
|