Teamwork Financial Advisors’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
Q1 | – | Sell |
-1,953
| Closed | -$227K | – | 336 |
|
|
2021
Q4 | $227K | Sell |
1,953
-404
| -17% | -$47K | 0.04% | 269 |
|
|
2021
Q3 | $240K | Sell |
2,357
-327
| -12% | -$33.3K | 0.05% | 242 |
|
|
2021
Q2 | $273K | Sell |
2,684
-9
| -0.3% | -$915 | 0.06% | 210 |
|
|
2021
Q1 | $247K | Buy |
2,693
+10
| +0.4% | +$917 | 0.06% | 211 |
|
|
2020
Q4 | $228K | Sell |
2,683
-346
| -11% | -$29.4K | 0.05% | 187 |
|
|
2020
Q3 | $239K | Sell |
3,029
-737
| -20% | -$58.2K | 0.07% | 159 |
|
|
2020
Q2 | $296K | Buy |
+3,766
| New | +$296K | 0.11% | 145 |
|