Stone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $304K | Sell |
3,659
-13,215
| -78% | -$1.1M | 0.49% | 28 |
|
|
2022
Q4 | $1.39M | Buy |
16,874
+1,348
| +9% | +$111K | 0.86% | 20 |
|
|
2022
Q3 | $1.25M | Buy |
15,526
+3,654
| +31% | +$293K | 0.81% | 19 |
|
|
2022
Q2 | $1.08M | Buy |
11,872
+2,584
| +28% | +$236K | 0.68% | 27 |
|
|
2022
Q1 | $1.01M | Buy |
9,288
+239
| +3% | +$25.9K | 0.56% | 28 |
|
|
2021
Q4 | $1.05M | Buy |
+9,049
| New | +$1.05M | 0.62% | 20 |
|