TWM
Torch Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $224K | Hold |
2,419
| – | – | 0.12% | 106 |
|
|
2019
Q3 | $226K | Sell |
2,419
-20
| -0.8% | -$1.87K | 0.13% | 100 |
|
|
2019
Q2 | $213K | Buy |
+2,439
| New | +$213K | 0.13% | 99 |
|
|
2015
Q2 | – | Sell |
-19,535
| Closed | -$1.65M | – | 108 |
|
|
2015
Q1 | $1.65M | Buy |
19,535
+400
| +2% | +$33.7K | 1.27% | 29 |
|
|
2014
Q4 | $1.55M | Buy |
19,135
+600
| +3% | +$48.6K | 1.19% | 35 |
|
|
2014
Q3 | $1.33M | Buy |
18,535
+245
| +1% | +$17.6K | 0.98% | 42 |
|
|
2014
Q2 | $1.37M | Buy |
18,290
+50
| +0.3% | +$3.74K | 0.93% | 42 |
|
|
2014
Q1 | $1.29M | Buy |
18,240
+325
| +2% | +$23K | 0.93% | 37 |
|
|
2013
Q4 | $1.16M | Buy |
+17,915
| New | +$1.16M | 0.88% | 41 |
|