Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $406K | Sell |
5,145
-2,300
| -31% | -$181K | 0.14% | 83 |
|
|
2020
Q2 | $584K | Hold |
7,445
| – | – | 0.2% | 65 |
|
|
2020
Q1 | $520K | Hold |
7,445
| – | – | 0.2% | 67 |
|
|
2019
Q4 | $690K | Sell |
7,445
-160
| -2% | -$14.8K | 0.21% | 73 |
|
|
2019
Q3 | $710K | Hold |
7,605
| – | – | 0.23% | 70 |
|
|
2019
Q2 | $665K | Hold |
7,605
| – | – | 0.21% | 74 |
|
|
2019
Q1 | $661K | Hold |
7,605
| – | – | 0.2% | 76 |
|
|
2018
Q4 | $567K | Hold |
7,605
| – | – | 0.18% | 80 |
|
|
2018
Q3 | $614K | Hold |
7,605
| – | – | 0.17% | 84 |
|
|
2018
Q2 | $620K | Sell |
7,605
-6,720
| -47% | -$548K | 0.18% | 82 |
|
|
2018
Q1 | $1.08M | Sell |
14,325
-2,489
| -15% | -$188K | 0.3% | 52 |
|
|
2017
Q4 | $1.4M | Buy |
+16,814
| New | +$1.4M | 0.38% | 40 |
|