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Summit Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Wealth Partners’s Portfolio VNQ Stock Details VNQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,762
Closed -$235K – 151
2020
Q4 		$235K Sell
2,762
-6,472
-70% -$550K 0.06% 130
2020
Q3 		$729K Sell
9,234
-2,055
-18% -$162K 0.22% 68
2020
Q2 		$887K Buy
+11,289
New +$887K 0.29% 59