Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.14M | Sell |
13,546
-276
| -2% | -$23.3K | 0.33% | 35 |
|
|
2023
Q1 | $1.15M | Buy |
13,822
+1,383
| +11% | +$115K | 0.37% | 32 |
|
|
2022
Q4 | $1.03M | Buy |
12,439
+4,050
| +48% | +$334K | 0.41% | 34 |
|
|
2022
Q3 | $673K | Sell |
8,389
-1,554
| -16% | -$125K | 0.31% | 39 |
|
|
2022
Q2 | $906K | Buy |
9,943
+3,635
| +58% | +$331K | 0.39% | 36 |
|
|
2022
Q1 | $684K | Buy |
6,308
+2,427
| +63% | +$263K | 0.29% | 36 |
|
|
2021
Q4 | $450K | Buy |
3,881
+711
| +22% | +$82.4K | 0.18% | 42 |
|
|
2021
Q3 | $323K | Buy |
3,170
+1,834
| +137% | +$187K | 0.15% | 49 |
|
|
2021
Q2 | $136K | Hold |
1,336
| – | – | 0.03% | 137 |
|
|
2021
Q1 | $122K | Buy |
1,336
+392
| +42% | +$35.8K | 0.03% | 137 |
|
|
2020
Q4 | $80K | Buy |
+944
| New | +$80K | 0.02% | 147 |
|