Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,498
| Closed | -$36.2K | – | 53 |
|
|
2018
Q2 | $36.2K | Sell |
2,498
-763
| -23% | -$11K | 0.71% | 16 |
|
|
2018
Q1 | $246 | Sell |
3,261
-1,640
| -33% | -$124 | 0.02% | 51 |
|
|
2017
Q4 | $407K | Sell |
4,901
-2,242
| -31% | -$186K | 0.18% | 26 |
|
|
2017
Q3 | $594K | Buy |
7,143
+479
| +7% | +$39.8K | 0.26% | 25 |
|
|
2017
Q2 | $555K | Hold |
6,664
| – | – | 0.27% | 20 |
|
|
2017
Q1 | $550K | Sell |
6,664
-2,641
| -28% | -$218K | 0.28% | 20 |
|
|
2016
Q4 | $768K | Buy |
9,305
+35
| +0.4% | +$2.89K | 0.36% | 19 |
|
|
2016
Q3 | $804K | Sell |
9,270
-279
| -3% | -$24.2K | 0.42% | 14 |
|
|
2016
Q2 | $846K | Buy |
+9,549
| New | +$846K | 0.48% | 12 |
|