SCA
Stuart Chaussee & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-96
| Closed | -$10K | – | 172 |
|
|
2021
Q3 | $10K | Hold |
96
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $10K | Buy |
+96
| New | +$10K | ﹤0.01% | 112 |
|
|
2019
Q4 | – | Sell |
-5,150
| Closed | -$480K | – | 136 |
|
|
2019
Q3 | $480K | Hold |
5,150
| – | – | 0.29% | 9 |
|
|
2019
Q2 | $450K | Buy |
+5,150
| New | +$450K | 0.28% | 12 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$33K | – | 122 |
|
|
2017
Q4 | $33K | Sell |
400
-103,371
| -100% | -$8.53M | 0.02% | 43 |
|
|
2017
Q3 | $8.64M | Buy |
103,771
+37,519
| +57% | +$3.12M | 6.43% | 6 |
|
|
2017
Q2 | $5.51M | Buy |
66,252
+64,075
| +2,943% | +$5.33M | 4.1% | 8 |
|
|
2017
Q1 | $180K | Buy |
+2,177
| New | +$180K | 0.18% | 15 |
|
|
2016
Q4 | – | Sell |
-2,270
| Closed | -$197K | – | 85 |
|
|
2016
Q3 | $197K | Buy |
+2,270
| New | +$197K | 0.16% | 22 |
|
|
2016
Q2 | – | Sell |
-4,290
| Closed | -$356K | – | 84 |
|
|
2016
Q1 | $356K | Buy |
4,290
+4,167
| +3,388% | +$346K | 0.32% | 9 |
|
|
2015
Q4 | $10K | Buy |
+123
| New | +$10K | 0.01% | 65 |
|