Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,237
| Closed | -$500K | – | 109 |
|
|
2022
Q3 | $500K | Buy |
6,237
+1,004
| +19% | +$80.5K | 0.25% | 51 |
|
|
2022
Q2 | $477K | Buy |
5,233
+655
| +14% | +$59.7K | 0.23% | 55 |
|
|
2022
Q1 | $496K | Sell |
4,578
-4,254
| -48% | -$461K | 0.2% | 58 |
|
|
2021
Q4 | $1.03M | Buy |
+8,832
| New | +$1.03M | 0.33% | 44 |
|
|
2020
Q3 | – | Sell |
-4,430
| Closed | -$348K | – | 79 |
|
|
2020
Q2 | $348K | Buy |
4,430
+276
| +7% | +$21.7K | 0.22% | 56 |
|
|
2020
Q1 | $290K | Buy |
4,154
+231
| +6% | +$16.1K | 0.22% | 55 |
|
|
2019
Q4 | $364K | Hold |
3,923
| – | – | 0.29% | 45 |
|
|
2019
Q3 | $366K | Hold |
3,923
| – | – | 0.28% | 47 |
|
|
2019
Q2 | $343K | Buy |
3,923
+212
| +6% | +$18.5K | 0.27% | 46 |
|
|
2019
Q1 | $323K | Buy |
+3,711
| New | +$323K | 0.26% | 48 |
|