Syverson Strege & Co’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
Q4 | – | Sell |
-9,251
| Closed | -$700K | – | 70 |
|
|
2023
Q3 | $700K | Buy |
9,251
+222
| +2% | +$16.8K | 0.31% | 26 |
|
|
2023
Q2 | $754K | Buy |
9,029
+260
| +3% | +$21.7K | 0.32% | 26 |
|
|
2023
Q1 | $728K | Buy |
8,769
+117
| +1% | +$9.72K | 0.31% | 27 |
|
|
2022
Q4 | $714K | Buy |
8,652
+397
| +5% | +$32.7K | 0.32% | 26 |
|
|
2022
Q3 | $662K | Buy |
8,255
+37
| +0.5% | +$2.97K | 0.34% | 28 |
|
|
2022
Q2 | $749K | Buy |
8,218
+58
| +0.7% | +$5.29K | 0.28% | 33 |
|
|
2022
Q1 | $884K | Buy |
8,160
+302
| +4% | +$32.7K | 0.96% | 21 |
|
|
2021
Q4 | $912K | Buy |
7,858
+6,354
| +422% | +$737K | 0.68% | 25 |
|
|
2021
Q3 | $153K | Buy |
1,504
+892
| +146% | +$90.7K | 0.12% | 77 |
|
|
2021
Q2 | $62K | Buy |
612
+114
| +23% | +$11.5K | 0.06% | 115 |
|
|
2021
Q1 | $46K | Hold |
498
| – | – | 0.05% | 127 |
|
|
2020
Q4 | $42K | Buy |
+498
| New | +$42K | 0.04% | 122 |
|