Surevest’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
2022
Q3
$313K Buy
3,905
+4
+0.1% +$321 0.09% 123
2022
Q2
$355K Sell
3,901
-512
-12% -$46.6K 0.09% 119
2022
Q1
$478K Sell
4,413
-8,863
-67% -$960K 0.12% 116
2021
Q4
$1.54M Buy
+13,276
New +$1.54M 0.36% 71
2019
Q1
Sell
-8,175
Closed -$610K 138
2018
Q4
$610K Buy
+8,175
New +$610K 0.48% 50