Sugarloaf 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 | $51.3K | Buy |
576
+11
| +2% | +$979 | 0.01% | 292 |
|
|
2024
Q3 | $55.1K | Buy |
565
+7
| +1% | +$682 | 0.01% | 294 |
|
|
2024
Q2 | $46.8K | Hold |
558
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $48.3K | Buy |
558
+4
| +0.7% | +$346 | 0.01% | 293 |
|
|
2023
Q4 | $48.9K | Buy |
554
+12
| +2% | +$1.06K | 0.01% | 290 |
|
|
2023
Q3 | $41K | Buy |
542
+6
| +1% | +$454 | 0.01% | 307 |
|
|
2023
Q2 | $44.8K | Buy |
536
+1
| +0.2% | +$84 | 0.01% | 302 |
|
|
2023
Q1 | $44.5K | Sell |
535
-34
| -6% | -$2.83K | 0.01% | 307 |
|
|
2022
Q4 | $46.9K | Buy |
569
+7
| +1% | +$578 | 0.01% | 293 |
|
|
2022
Q3 | $46K | Buy |
562
+6
| +1% | +$491 | 0.01% | 294 |
|
|
2022
Q2 | $51K | Buy |
556
+3
| +0.5% | +$275 | 0.01% | 275 |
|
|
2022
Q1 | $60K | Buy |
553
+3
| +0.5% | +$325 | 0.01% | 257 |
|
|
2021
Q4 | $64K | Buy |
550
+5
| +0.9% | +$582 | 0.02% | 258 |
|
|
2021
Q3 | $55K | Buy |
545
+3
| +0.6% | +$303 | 0.01% | 252 |
|
|
2021
Q2 | $55K | Sell |
542
-1,456
| -73% | -$148K | 0.02% | 256 |
|
|
2021
Q1 | $3 | Buy |
1,998
+1,961
| +5,300% | +$3 | ﹤0.01% | 647 |
|
|
2020
Q4 | $3K | Buy |
37
+1
| +3% | +$81 | ﹤0.01% | 614 |
|
|
2020
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 594 |
|
|
2020
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 586 |
|
|
2020
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 615 |
|