SBSB
Sullivan, Bruyette, Speros & Blaney’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.79M | Buy |
19,498
+4,455
| +30% | +$409K | 0.08% | 77 |
|
|
2020
Q4 | $1.28M | Buy |
15,043
+7,586
| +102% | +$644K | 0.06% | 95 |
|
|
2020
Q3 | $589K | Hold |
7,457
| – | – | 0.03% | 138 |
|
|
2020
Q2 | $586K | Sell |
7,457
-1,092
| -13% | -$85.8K | 0.04% | 125 |
|
|
2020
Q1 | $597K | Buy |
8,549
+2,108
| +33% | +$147K | 0.04% | 109 |
|
|
2019
Q4 | $598K | Sell |
6,441
-1,332
| -17% | -$124K | 0.03% | 126 |
|
|
2019
Q3 | $725K | Hold |
7,773
| – | – | 0.04% | 106 |
|
|
2019
Q2 | $679K | Hold |
7,773
| – | – | 0.04% | 101 |
|
|
2019
Q1 | $676K | Sell |
7,773
-2,040
| -21% | -$177K | 0.04% | 98 |
|
|
2018
Q4 | $732K | Buy |
+9,813
| New | +$732K | 0.05% | 87 |
|