Stillwater Capital Advisors’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 |
-6,678
| Closed | -$551K | – | 78 |
|
|
2016
Q4 | $551K | Buy |
6,678
+415
| +7% | +$34.2K | 0.15% | 60 |
|
|
2016
Q3 | $543K | Buy |
6,263
+386
| +7% | +$33.5K | 0.16% | 60 |
|
|
2016
Q2 | $521K | Buy |
5,877
+80
| +1% | +$7.09K | 0.16% | 59 |
|
|
2016
Q1 | $486K | Buy |
5,797
+503
| +10% | +$42.2K | 0.14% | 61 |
|
|
2015
Q4 | $422K | Buy |
5,294
+1,739
| +49% | +$139K | 0.13% | 58 |
|
|
2015
Q3 | $269K | Buy |
+3,555
| New | +$269K | 0.09% | 57 |
|