Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,224
| Closed | -$385K | – | 296 |
|
|
2022
Q4 | $385K | Sell |
4,224
-574
| -12% | -$52.3K | 0.11% | 181 |
|
|
2022
Q3 | $383K | Buy |
4,798
+572
| +14% | +$45.7K | 0.11% | 181 |
|
|
2022
Q2 | $383K | Sell |
4,226
-653
| -13% | -$59.2K | 0.11% | 182 |
|
|
2022
Q1 | $531K | Buy |
4,879
+74
| +2% | +$8.05K | 0.13% | 160 |
|
|
2021
Q4 | $556K | Buy |
+4,805
| New | +$556K | 0.13% | 157 |
|