Straight Path Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,332
| Closed | -$325K | – | 101 |
|
|
2024
Q3 | $325K | Buy |
+3,332
| New | +$325K | 0.14% | 69 |
|
|
2024
Q1 | – | Sell |
-3,155
| Closed | -$279K | – | 102 |
|
|
2023
Q4 | $279K | Buy |
+3,155
| New | +$279K | 0.16% | 71 |
|
|
2022
Q2 | – | Sell |
-4,606
| Closed | -$499K | – | 77 |
|
|
2022
Q1 | $499K | Buy |
4,606
+18
| +0.4% | +$1.95K | 0.42% | 36 |
|
|
2021
Q4 | $532K | Buy |
+4,588
| New | +$532K | 0.46% | 35 |
|